+13.0%
APH vs NDAQ
+26.1%
-13.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.3% | +6.9% | +8.3% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | -7.5% | +15.9% | -23.3% | -6.6% |
| 3M | -4.4% | +15.1% | -19.5% | -3.5% |
| 6M | +26.5% | +22.9% | +3.6% | +27.5% |
| YTD | +20.0% | +12.8% | +7.2% | +21.2% |
| All | +13.0% | +26.1% | -13.1% | +6.8% |
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