+37.0%
APA vs NVT
+731.8%
-694.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | -2.3% |
| 7D | +4.6% | +4.1% | +0.5% | +1.9% |
| 30D | +11.9% | -5.1% | +17.0% | +14.3% |
| 3M | +22.5% | -1.2% | +23.6% | +18.8% |
| 6M | +37.5% | +46.6% | -9.0% | -1.5% |
| YTD | +87.2% | +60.0% | +27.2% | +23.5% |
| 1Y | +101.4% | +70.8% | +30.6% | +23.4% |
| 3Y | +16.9% | +187.5% | -170.6% | -58.3% |
| 5Y | +178.4% | +426.1% | -247.7% | -44.9% |
| All | +37.0% | +731.8% | -694.8% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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