+1,082.3%
APH vs NBIX
+219.9%
+862.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.6% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | -1.2% | -0.2% | -1.1% | -1.2% |
| 3M | +10.3% | -4.0% | +14.2% | +10.7% |
| 6M | +25.2% | +20.6% | +4.6% | +20.5% |
| YTD | +24.6% | +10.1% | +14.5% | +21.7% |
| 1Y | +41.4% | +8.8% | +32.7% | +38.1% |
| 3Y | +297.8% | +42.5% | +255.3% | +262.4% |
| 5Y | +366.0% | +61.5% | +304.5% | +309.9% |
| All | +1,082.3% | +219.9% | +862.5% | +872.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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