-12.8%
NVO vs APO
+1.9%
-14.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +2.2% | -1.0% | +3.2% | +2.4% |
| 30D | +6.0% | +3.5% | +2.5% | +4.7% |
| 3M | +7.9% | +4.5% | +3.3% | +5.7% |
| 6M | +27.1% | +22.8% | +4.3% | +15.5% |
| YTD | -3.8% | -6.5% | +2.7% | -2.4% |
| 1Y | -12.8% | +0.8% | -13.7% | -12.7% |
| All | -12.8% | +1.9% | -14.7% | -12.7% |
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