+20.5%
APA vs NXT
+181.9%
-161.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.7% |
| 7D | -1.7% | +2.9% | -4.6% | -1.9% |
| 30D | +15.7% | -17.2% | +33.0% | +17.6% |
| 3M | +16.5% | -32.0% | +48.4% | +20.2% |
| 6M | +35.1% | -15.8% | +50.9% | +33.4% |
| YTD | +82.2% | -1.9% | +84.1% | +74.4% |
| 1Y | +102.5% | +22.5% | +80.0% | +83.5% |
| 3Y | +10.3% | +100.5% | -90.2% | -12.0% |
| All | +20.5% | +181.9% | -161.4% | -14.0% |
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