+72.7%
NEM vs APO
+1.9%
+70.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | +0.3% | -1.0% | +1.3% | +0.4% |
| 30D | +23.1% | +3.5% | +19.6% | +22.6% |
| 3M | +18.5% | +4.5% | +14.0% | +18.1% |
| 6M | +7.8% | +22.8% | -15.0% | +8.0% |
| YTD | +29.1% | -6.5% | +35.6% | +32.3% |
| 1Y | +72.7% | +0.8% | +71.8% | +77.7% |
| All | +72.7% | +1.9% | +70.8% | +77.7% |
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 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