+840.8%
NEE vs APO
+1,753.5%
-912.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | +1.9% | -1.0% | +3.0% | +2.1% |
| 30D | -2.2% | +3.5% | -5.6% | -2.8% |
| 3M | -1.2% | +4.5% | -5.7% | -2.1% |
| 6M | -8.6% | +22.8% | -31.3% | -12.0% |
| YTD | +6.2% | -6.5% | +12.7% | +6.5% |
| 1Y | +21.1% | +0.8% | +20.3% | +19.5% |
| 3Y | +36.4% | +62.0% | -25.6% | +20.8% |
| 5Y | +11.4% | +138.2% | -126.9% | -9.9% |
| 10Y | +250.0% | +940.3% | -690.3% | +123.7% |
| All | +840.8% | +1,753.5% | -912.7% | +443.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling