+194.5%
NEM vs APO
+1,612.1%
-1,417.6%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | -6.4% | +5.8% | -12.2% | -6.9% |
| 30D | +1.4% | +8.9% | -7.5% | +0.6% |
| 3M | -0.7% | -13.6% | +12.9% | +0.6% |
| 6M | -4.5% | -5.4% | +0.9% | -4.1% |
| YTD | +14.0% | -13.6% | +27.7% | +15.2% |
| 1Y | +27.3% | -2.5% | +29.8% | +27.1% |
| 3Y | +250.5% | +50.9% | +199.6% | +231.9% |
| 5Y | +121.1% | +81.4% | +39.7% | +103.4% |
| 10Y | +358.3% | +843.9% | -485.6% | +244.6% |
| All | +194.5% | +1,612.1% | -1,417.6% | +102.8% |
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