+302.3%
NEM vs APO
+945.2%
-642.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | -1.0% | -3.5% | +2.5% | -0.7% |
| 30D | +7.8% | -6.6% | +14.4% | +8.4% |
| 3M | +30.2% | -3.3% | +33.5% | +30.4% |
| 6M | +9.6% | +22.6% | -13.0% | +7.7% |
| YTD | +27.8% | -9.8% | +37.6% | +28.5% |
| 1Y | +60.7% | -3.9% | +64.6% | +60.6% |
| 3Y | +245.3% | +52.5% | +192.8% | +231.0% |
| 5Y | +155.3% | +134.0% | +21.3% | +136.2% |
| All | +302.3% | +945.2% | -642.9% | +329.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling