+883.4%
APH vs NDAQ
+475.8%
+407.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +4.0% |
| 7D | -5.9% | +0.8% | -6.8% | -6.4% |
| 30D | -14.8% | +16.5% | -31.3% | -21.3% |
| 3M | -12.4% | +13.5% | -25.9% | -18.3% |
| 6M | +8.1% | +20.9% | -12.9% | -3.6% |
| YTD | +10.9% | +11.4% | -0.5% | +2.3% |
| 1Y | +8.8% | +25.9% | -17.2% | -6.4% |
| 3Y | +262.1% | +119.9% | +142.2% | +126.5% |
| 5Y | +283.1% | +61.7% | +221.4% | +179.0% |
| All | +883.4% | +475.8% | +407.6% | +277.7% |
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