+40.6%
NVDL vs APO
+1.9%
+38.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +1.8% |
| 7D | +11.7% | -1.0% | +12.7% | +12.1% |
| 30D | +7.8% | +3.5% | +4.4% | +6.2% |
| 3M | +3.3% | +4.5% | -1.2% | +1.2% |
| 6M | +38.9% | +22.8% | +16.1% | +29.1% |
| YTD | +28.5% | -6.5% | +35.0% | +26.6% |
| 1Y | +40.6% | +0.8% | +39.8% | +41.2% |
| All | +40.6% | +1.9% | +38.7% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling