+422.0%
APA vs NBIX
+1,204.8%
-782.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.8% |
| 7D | +0.8% | -1.1% | +1.9% | +0.9% |
| 30D | +9.6% | -3.3% | +12.9% | +10.1% |
| 3M | +18.0% | -2.7% | +20.7% | +18.2% |
| 6M | +41.9% | +20.6% | +21.3% | +37.6% |
| YTD | +86.3% | +10.4% | +75.9% | +82.6% |
| 1Y | +97.9% | +10.8% | +87.0% | +93.4% |
| 3Y | +12.8% | +43.3% | -30.5% | +5.5% |
| 5Y | +177.2% | +61.8% | +115.4% | +153.5% |
| 10Y | -3.3% | +218.3% | -221.6% | -19.7% |
| All | +422.0% | +1,204.8% | -782.7% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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