+50.0%
NXPI vs APO
+50.3%
-0.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.7% | -1.4% | +1.2% |
| 7D | -0.3% | +2.3% | -2.6% | -1.5% |
| 30D | +12.7% | +3.0% | +9.7% | +11.0% |
| 3M | +7.5% | -3.7% | +11.2% | +8.5% |
| 6M | -12.3% | -7.5% | -4.8% | -10.3% |
| YTD | +19.7% | -14.5% | +34.2% | +26.4% |
| 1Y | +27.6% | -6.2% | +33.7% | +28.2% |
| 3Y | +50.0% | +51.9% | -2.0% | +21.7% |
| All | +50.0% | +50.3% | -0.4% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling