+71.1%
NEE vs APO
+50.4%
+20.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.7% |
| 7D | -3.4% | +3.5% | -6.8% | -3.5% |
| 30D | +9.0% | +4.4% | +4.7% | +8.7% |
| 3M | +0.2% | -12.1% | +12.3% | +0.6% |
| 6M | -8.5% | -7.2% | -1.2% | -8.3% |
| YTD | +8.6% | -15.1% | +23.7% | +9.5% |
| 1Y | +2.2% | -7.7% | +9.8% | +2.5% |
| All | +71.1% | +50.4% | +20.7% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling