+34.7%
APA vs NXT
+213.5%
-178.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.5% |
| 7D | +8.5% | -9.4% | +18.0% | +9.3% |
| 30D | +2.8% | +15.1% | -12.3% | +1.3% |
| 3M | +21.7% | -9.1% | +30.8% | +22.2% |
| 6M | +32.6% | -30.3% | +62.9% | +35.7% |
| YTD | +103.7% | +9.1% | +94.6% | +92.5% |
| 1Y | +101.8% | +7.9% | +93.9% | +90.5% |
| 3Y | +48.1% | +176.5% | -128.4% | +12.1% |
| All | +34.7% | +213.5% | -178.8% | -5.1% |
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