+406.4%
NVDA vs APO
+60.9%
+345.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | +5.9% | -1.0% | +6.9% | +6.4% |
| 30D | +5.1% | +3.5% | +1.6% | +2.8% |
| 3M | +5.4% | +4.5% | +0.8% | +2.1% |
| 6M | +26.0% | +22.8% | +3.2% | +11.0% |
| YTD | +23.7% | -6.5% | +30.2% | +25.8% |
| 1Y | +34.4% | +0.8% | +33.5% | +29.0% |
| All | +406.4% | +60.9% | +345.5% | +254.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling