+18.3%
APA vs NXT
+178.8%
-160.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.2% | -4.4% | -3.3% |
| 7D | +0.5% | -1.1% | +1.6% | +0.6% |
| 30D | +23.4% | -15.3% | +38.7% | +25.1% |
| 3M | +12.7% | -43.8% | +56.5% | +18.8% |
| 6M | +39.4% | -18.7% | +58.1% | +38.3% |
| YTD | +79.0% | -3.0% | +81.9% | +71.5% |
| 1Y | +88.8% | +22.7% | +66.1% | +70.8% |
| 3Y | +6.4% | +95.9% | -89.6% | -14.8% |
| All | +18.3% | +178.8% | -160.5% | -15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling