+45.4%
NU vs APO
+97.2%
-51.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +1.5% |
| 7D | -4.2% | -4.9% | +0.7% | -1.3% |
| 30D | +10.0% | -8.4% | +18.5% | +15.8% |
| 3M | +29.3% | -2.1% | +31.3% | +29.5% |
| 6M | +0.9% | +19.2% | -18.3% | -11.5% |
| YTD | -10.3% | -10.5% | +0.3% | -6.6% |
| 1Y | -3.2% | -2.7% | -0.5% | -5.8% |
| 3Y | +120.6% | +52.5% | +68.1% | +42.1% |
| All | +45.4% | +97.2% | -51.8% | -31.9% |
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