+211.4%
NXPI vs APO
+943.6%
-732.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -2.3% | -1.0% | -1.3% | -1.8% |
| 30D | -4.3% | -0.4% | -4.0% | -4.5% |
| 3M | -24.7% | -0.9% | -23.8% | -24.9% |
| 6M | +9.7% | +22.1% | -12.4% | -2.3% |
| YTD | +3.8% | -8.4% | +12.1% | +5.9% |
| 1Y | +1.6% | -0.9% | +2.6% | -1.1% |
| 3Y | +16.0% | +56.1% | -40.1% | -12.8% |
| 5Y | +16.1% | +136.0% | -119.9% | -30.4% |
| 10Y | +211.4% | +949.3% | -737.9% | +22.1% |
| All | +211.4% | +943.6% | -732.3% | +22.1% |
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