+913.8%
NVDA vs APO
+134.3%
+779.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.1% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +0.8% | +3.9% | -3.1% | -2.4% |
| 3M | +8.2% | +3.8% | +4.4% | +4.1% |
| 6M | +27.1% | +22.3% | +4.8% | +7.5% |
| YTD | +21.2% | -7.8% | +29.0% | +23.6% |
| 1Y | +34.3% | -0.3% | +34.6% | +26.9% |
| 3Y | +396.3% | +57.1% | +339.1% | +203.1% |
| 5Y | +913.8% | +137.0% | +776.8% | +325.3% |
| All | +913.8% | +134.3% | +779.5% | +325.3% |
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