-26.3%
APH vs NRG
-18.6%
-7.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +8.1% | -55.9% | -49.8% |
| 7D | -48.7% | +4.0% | -52.7% | -49.8% |
| 30D | -51.9% | -1.4% | -50.5% | -52.0% |
| 3M | -43.6% | -10.5% | -33.1% | -42.4% |
| 6M | -37.5% | -26.7% | -10.8% | -30.4% |
| YTD | -38.6% | -24.5% | -14.1% | -33.3% |
| 1Y | -26.3% | -18.6% | -7.8% | -19.6% |
| All | -26.3% | -18.6% | -7.7% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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