+14,890.9%
NVDA vs APO
+961.5%
+13,929.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -0.3% | -1.0% | +0.7% | +0.2% |
| 30D | +2.8% | -0.4% | +3.2% | +2.5% |
| 3M | +7.4% | -0.9% | +8.3% | +6.8% |
| 6M | +22.6% | +22.1% | +0.5% | +6.6% |
| YTD | +20.1% | -8.4% | +28.5% | +22.4% |
| 1Y | +31.2% | -0.9% | +32.1% | +25.7% |
| 3Y | +391.7% | +56.1% | +335.6% | +249.6% |
| 5Y | +911.9% | +136.0% | +775.9% | +467.8% |
| All | +14,890.9% | +961.5% | +13,929.5% | +3,966.9% |
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 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