+7,238.0%
NEE vs APA
+815.8%
+6,422.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.4% | -0.4% |
| 7D | +1.9% | +0.5% | +1.4% | +1.9% |
| 30D | -2.2% | +23.4% | -25.6% | -4.4% |
| 3M | -1.2% | +12.7% | -13.9% | -2.7% |
| 6M | -8.6% | +39.4% | -48.0% | -12.3% |
| YTD | +6.2% | +79.0% | -72.8% | -0.9% |
| 1Y | +21.1% | +88.8% | -67.7% | +12.0% |
| 3Y | +36.4% | +6.4% | +30.0% | +31.5% |
| 5Y | +11.4% | +153.0% | -141.6% | -4.5% |
| 10Y | +250.0% | +7.5% | +242.4% | +187.8% |
| All | +7,238.0% | +815.8% | +6,422.2% | +5,214.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling