+33.8%
NEE vs APO
+54.4%
-20.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.4% |
| 7D | -0.5% | -1.0% | +0.4% | -0.5% |
| 30D | -1.7% | -0.4% | -1.3% | -1.7% |
| 3M | -1.8% | -0.9% | -1.0% | -1.8% |
| 6M | -8.8% | +22.1% | -31.0% | -9.8% |
| YTD | +5.2% | -8.4% | +13.6% | +5.9% |
| 1Y | +21.3% | -0.9% | +22.3% | +21.4% |
| All | +33.8% | +54.4% | -20.6% | +25.3% |
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