+18.8%
NVDL vs APO
-2.1%
+20.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | -10.3% | -3.5% | -6.8% | -9.2% |
| 30D | -7.1% | -6.6% | -0.6% | -5.0% |
| 3M | +6.6% | -3.3% | +9.9% | +7.1% |
| 6M | +21.1% | +22.6% | -1.5% | +12.6% |
| YTD | +15.2% | -9.8% | +25.0% | +14.6% |
| 1Y | +18.8% | -3.9% | +22.7% | +19.7% |
| All | +18.8% | -2.1% | +20.9% | +19.7% |
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