+16.5%
APH vs NDAQ
+24.5%
-8.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.8% |
| 7D | +4.9% | +1.3% | +3.6% | +5.0% |
| 30D | -5.4% | +18.0% | -23.3% | -4.3% |
| 3M | -5.5% | +11.5% | -17.0% | -4.5% |
| 6M | +25.9% | +21.1% | +4.8% | +27.5% |
| YTD | +16.4% | +12.8% | +3.5% | +17.6% |
| 1Y | +16.5% | +25.7% | -9.2% | +11.7% |
| All | +16.5% | +24.5% | -8.0% | +11.7% |
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 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