+398.8%
NVO vs APO
+1,716.2%
-1,317.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -4.7% | -1.0% | -3.7% | -4.5% |
| 30D | -5.4% | -0.4% | -5.1% | -5.5% |
| 3M | +7.0% | -0.9% | +7.8% | +6.7% |
| 6M | +17.6% | +22.1% | -4.5% | +12.3% |
| YTD | -8.0% | -8.4% | +0.3% | -7.1% |
| 1Y | -13.8% | -0.9% | -12.9% | -14.4% |
| 3Y | -50.3% | +56.1% | -106.4% | -55.5% |
| 5Y | +0.7% | +136.0% | -135.4% | -18.5% |
| 10Y | +155.6% | +949.3% | -793.7% | +49.7% |
| All | +398.8% | +1,716.2% | -1,317.4% | +141.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling