+214.4%
NXPI vs APO
+847.3%
-632.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.0% |
| 7D | +1.7% | +0.2% | +1.5% | +1.7% |
| 30D | +19.7% | +3.1% | +16.5% | +17.6% |
| 3M | +14.5% | -12.0% | +26.5% | +21.1% |
| 6M | -11.2% | -5.0% | -6.3% | -10.3% |
| YTD | +25.8% | -14.0% | +39.8% | +31.8% |
| 1Y | +35.2% | -5.9% | +41.1% | +35.2% |
| 3Y | +52.3% | +51.6% | +0.7% | +15.7% |
| 5Y | +34.8% | +80.8% | -45.9% | -9.0% |
| 10Y | +214.4% | +839.9% | -625.5% | +26.8% |
| All | +214.4% | +847.3% | -632.9% | +26.8% |
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