+4.3%
NEE vs APO
-6.0%
+10.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.3% |
| 7D | -2.1% | +5.8% | -7.9% | -2.3% |
| 30D | +8.6% | +8.9% | -0.3% | +8.3% |
| 3M | -0.3% | -13.6% | +13.4% | -1.0% |
| 6M | -8.9% | -5.4% | -3.5% | -9.3% |
| YTD | +8.3% | -13.6% | +22.0% | +10.6% |
| 1Y | +4.3% | -2.5% | +6.7% | +8.1% |
| All | +4.3% | -6.0% | +10.2% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling