+15,163.1%
APH vs NDAQ
+2,586.3%
+12,576.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.6% | -6.7% | -8.5% |
| 7D | -12.7% | +1.2% | -13.9% | -13.1% |
| 30D | -19.2% | +15.8% | -34.9% | -23.1% |
| 3M | -16.7% | +13.4% | -30.0% | -20.3% |
| 6M | +5.1% | +20.9% | -15.7% | -2.2% |
| YTD | +6.6% | +11.1% | -4.5% | +1.2% |
| 1Y | +3.9% | +26.5% | -22.6% | -5.5% |
| 3Y | +246.0% | +121.5% | +124.5% | +162.6% |
| 5Y | +268.0% | +61.3% | +206.7% | +206.5% |
| 10Y | +868.2% | +480.0% | +388.2% | +448.2% |
| All | +15,163.1% | +2,586.3% | +12,576.8% | +6,366.5% |
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 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