+1,059.7%
APH vs NDAQ
+374.2%
+685.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.7% | +1.8% |
| 7D | +5.0% | -2.4% | +7.4% | +6.2% |
| 30D | -3.9% | +2.5% | -6.3% | -5.1% |
| 3M | +13.0% | +9.9% | +3.0% | +6.5% |
| 6M | +25.2% | +9.4% | +15.7% | +17.7% |
| YTD | +22.9% | +0.4% | +22.5% | +20.0% |
| 1Y | +47.8% | +4.0% | +43.8% | +40.8% |
| 3Y | +283.0% | +94.4% | +188.6% | +155.7% |
| 5Y | +349.7% | +56.7% | +292.9% | +232.0% |
| All | +1,059.7% | +374.2% | +685.5% | +405.0% |
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