-74.7%
NKE vs APO
+132.8%
-207.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.2% |
| 7D | -4.2% | -3.5% | -0.7% | -2.9% |
| 30D | -8.2% | -6.6% | -1.6% | -5.9% |
| 3M | -19.1% | -3.3% | -15.8% | -18.5% |
| 6M | -32.6% | +22.6% | -55.2% | -38.2% |
| YTD | -40.7% | -9.8% | -30.9% | -39.2% |
| 1Y | -48.9% | -3.9% | -45.0% | -49.2% |
| 3Y | -59.2% | +52.5% | -111.7% | -68.5% |
| All | -74.7% | +132.8% | -207.5% | -84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling