+107.2%
APA vs NXT
+10.5%
+96.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +11.1% | -18.0% | -5.4% |
| 7D | -13.0% | +30.0% | -42.9% | -9.6% |
| 30D | +2.0% | +28.6% | -26.6% | +6.0% |
| 3M | +24.9% | +8.4% | +16.5% | +27.5% |
| 6M | +7.2% | -8.7% | +15.9% | +9.3% |
| YTD | +87.1% | +22.5% | +64.6% | +96.4% |
| 1Y | +107.2% | +6.9% | +100.3% | +116.3% |
| All | +107.2% | +10.5% | +96.7% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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