+88.8%
APA vs NVS
+27.7%
+61.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -3.3% |
| 7D | +0.5% | +4.0% | -3.5% | +0.8% |
| 30D | +23.4% | +3.6% | +19.8% | +23.6% |
| 3M | +12.7% | +7.8% | +4.9% | +13.9% |
| 6M | +39.4% | -0.2% | +39.6% | +42.4% |
| YTD | +79.0% | +19.6% | +59.4% | +72.0% |
| 1Y | +88.8% | +28.4% | +60.5% | +77.8% |
| All | +88.8% | +27.7% | +61.1% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling