+41.5%
NU vs APO
+98.8%
-57.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.2% |
| 7D | -4.9% | -3.5% | -1.4% | -2.9% |
| 30D | +7.8% | -6.6% | +14.4% | +12.0% |
| 3M | +20.9% | -3.3% | +24.2% | +22.1% |
| 6M | +0.9% | +22.6% | -21.7% | -13.0% |
| YTD | -12.7% | -9.8% | -2.9% | -9.5% |
| 1Y | -6.4% | -3.9% | -2.5% | -8.1% |
| 3Y | +98.1% | +52.5% | +45.6% | +27.8% |
| All | +41.5% | +98.8% | -57.3% | -34.1% |
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