+244.8%
NEE vs APO
+945.2%
-700.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -1.3% | -3.5% | +2.2% | -0.8% |
| 30D | -3.3% | -6.6% | +3.2% | -2.3% |
| 3M | -2.3% | -3.3% | +1.0% | -2.0% |
| 6M | -8.9% | +22.6% | -31.5% | -12.6% |
| YTD | +4.8% | -9.8% | +14.5% | +5.7% |
| 1Y | +18.7% | -3.9% | +22.6% | +18.0% |
| 3Y | +33.2% | +52.5% | -19.2% | +16.7% |
| 5Y | +10.9% | +134.0% | -123.2% | -13.9% |
| All | +244.8% | +945.2% | -700.4% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling