+114.2%
APA vs NXT
+18.1%
+96.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.6% | +6.6% | +2.6% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +9.3% | -20.0% | +29.3% | +7.0% |
| 3M | +23.3% | -30.9% | +54.3% | +20.1% |
| 6M | +39.5% | -23.8% | +63.3% | +38.1% |
| YTD | +87.6% | -5.4% | +93.1% | +87.9% |
| 1Y | +114.2% | +28.0% | +86.2% | +123.5% |
| All | +114.2% | +18.1% | +96.1% | +123.5% |
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