-26.3%
APH vs NDAQ
+4.3%
-30.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -46.0% | -47.6% |
| 7D | -48.7% | -2.5% | -46.2% | -48.6% |
| 30D | -51.9% | +2.5% | -54.4% | -51.7% |
| 3M | -43.6% | +9.9% | -53.5% | -43.3% |
| 6M | -37.5% | +9.4% | -47.0% | -37.4% |
| YTD | -38.6% | +0.4% | -39.1% | -38.4% |
| 1Y | -26.3% | +4.0% | -30.4% | -27.1% |
| All | -26.3% | +4.3% | -30.6% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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