+24.1%
APA vs NXT
+246.1%
-222.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.3% | -2.7% | +2.3% |
| 7D | -15.5% | +32.2% | -47.7% | -17.6% |
| 30D | +2.4% | +21.9% | -19.5% | +0.5% |
| 3M | +22.8% | +6.6% | +16.2% | +21.8% |
| 6M | +17.9% | -16.8% | +34.7% | +18.7% |
| YTD | +87.7% | +20.4% | +67.3% | +76.1% |
| 1Y | +94.2% | -1.5% | +95.7% | +87.6% |
| 3Y | +27.2% | +182.4% | -155.2% | -3.1% |
| All | +24.1% | +246.1% | -222.0% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling