+8,092.1%
APH vs NDAQ
+2,327.9%
+5,764.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -46.0% | -47.2% |
| 7D | -48.7% | -2.5% | -46.2% | -48.0% |
| 30D | -51.9% | +2.5% | -54.4% | -52.1% |
| 3M | -43.6% | +9.9% | -53.5% | -45.3% |
| 6M | -37.5% | +9.4% | -47.0% | -39.6% |
| YTD | -38.6% | +0.4% | -39.1% | -39.3% |
| 1Y | -26.3% | +4.0% | -30.4% | -28.1% |
| 3Y | +89.2% | +94.4% | -5.2% | +50.9% |
| 5Y | +119.8% | +56.7% | +63.1% | +86.5% |
| 10Y | +454.3% | +375.3% | +79.0% | +236.2% |
| All | +8,092.1% | +2,327.9% | +5,764.3% | +3,518.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling