+24.1%
APA vs NXT
+171.8%
-147.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.6% | +6.6% | +3.3% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +9.3% | -20.0% | +29.3% | +11.4% |
| 3M | +23.3% | -30.9% | +54.3% | +26.9% |
| 6M | +39.5% | -23.8% | +63.3% | +39.5% |
| YTD | +87.6% | -5.4% | +93.1% | +80.2% |
| 1Y | +114.2% | +28.0% | +86.2% | +91.9% |
| 3Y | +13.6% | +93.3% | -79.7% | -9.1% |
| All | +24.1% | +171.8% | -147.7% | -11.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling