+249.0%
NEM vs APO
+50.4%
+198.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.3% | -3.6% | -4.7% |
| 7D | -5.9% | +3.5% | -9.4% | -6.3% |
| 30D | -2.6% | +4.4% | -6.9% | -3.1% |
| 3M | -4.2% | -12.1% | +7.9% | -3.0% |
| 6M | -5.5% | -7.2% | +1.8% | -5.0% |
| YTD | +13.5% | -15.1% | +28.7% | +15.7% |
| 1Y | +22.2% | -7.7% | +29.8% | +23.2% |
| All | +249.0% | +50.4% | +198.6% | +228.4% |
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