+930.0%
APH vs NRG
+971.7%
-41.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.4% |
| 7D | +4.9% | +10.0% | -5.1% | +1.6% |
| 30D | -5.4% | -3.2% | -2.2% | -4.5% |
| 3M | -5.5% | -18.5% | +13.1% | +0.7% |
| 6M | +25.9% | -25.3% | +51.2% | +36.6% |
| YTD | +16.4% | -38.1% | +54.5% | +33.9% |
| 1Y | +16.5% | -40.7% | +57.2% | +35.9% |
| 3Y | +270.9% | +121.8% | +149.1% | +175.6% |
| 5Y | +289.5% | +209.2% | +80.3% | +157.4% |
| All | +930.0% | +971.7% | -41.7% | +481.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling