+136.0%
NVO vs APO
+945.2%
-809.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -2.3% |
| 7D | -7.6% | -3.5% | -4.1% | -6.9% |
| 30D | -6.0% | -6.6% | +0.6% | -4.8% |
| 3M | -0.8% | -3.3% | +2.5% | -0.6% |
| 6M | +16.5% | +22.6% | -6.1% | +11.0% |
| YTD | -11.1% | -9.8% | -1.3% | -9.9% |
| 1Y | -16.7% | -3.9% | -12.8% | -16.8% |
| 3Y | -52.9% | +52.5% | -105.4% | -57.6% |
| 5Y | -3.0% | +134.0% | -137.0% | -21.2% |
| All | +136.0% | +945.2% | -809.2% | +61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling