+61,451.9%
APH vs NI
+3,355.4%
+58,096.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.1% | -48.9% | -48.2% |
| 7D | -48.7% | +1.0% | -49.8% | -49.1% |
| 30D | -51.9% | -3.5% | -48.4% | -51.5% |
| 3M | -43.6% | -9.1% | -34.4% | -41.8% |
| 6M | -37.5% | -11.8% | -25.7% | -34.9% |
| YTD | -38.6% | +1.1% | -39.7% | -39.4% |
| 1Y | -26.3% | +6.7% | -33.0% | -28.9% |
| 3Y | +89.2% | +71.1% | +18.1% | +49.4% |
| 5Y | +119.8% | +94.3% | +25.5% | +63.5% |
| 10Y | +454.3% | +135.8% | +318.5% | +268.4% |
| All | +61,451.9% | +3,355.4% | +58,096.5% | +16,563.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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