+955.2%
APH vs NDAQ
+472.5%
+482.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.6% |
| 7D | -5.0% | +2.9% | -7.9% | -6.3% |
| 30D | -8.4% | +17.5% | -25.8% | -15.7% |
| 3M | -4.5% | +15.4% | -20.0% | -11.6% |
| 6M | +25.3% | +24.6% | +0.7% | +10.2% |
| YTD | +18.9% | +14.4% | +4.5% | +8.3% |
| 1Y | +11.9% | +26.9% | -15.0% | -3.9% |
| 3Y | +278.0% | +119.8% | +158.1% | +136.9% |
| 5Y | +306.4% | +70.5% | +235.9% | +188.0% |
| 10Y | +955.2% | +475.8% | +479.4% | +301.7% |
| All | +955.2% | +472.5% | +482.7% | +301.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling