+306.4%
APH vs NDAQ
+68.2%
+238.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.5% |
| 7D | -5.0% | +2.9% | -7.9% | -6.0% |
| 30D | -8.4% | +17.5% | -25.8% | -14.4% |
| 3M | -4.5% | +15.4% | -20.0% | -10.3% |
| 6M | +25.3% | +24.6% | +0.7% | +12.7% |
| YTD | +18.9% | +14.4% | +4.5% | +10.7% |
| 1Y | +11.9% | +26.9% | -15.0% | -1.7% |
| 3Y | +278.0% | +119.8% | +158.1% | +146.1% |
| 5Y | +306.4% | +70.5% | +235.9% | +196.5% |
| All | +306.4% | +68.2% | +238.2% | +196.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling