+276.0%
APH vs NRG
+124.8%
+151.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +0.4% | +17.1% | -16.7% | -5.6% |
| 30D | -8.0% | -7.9% | -0.1% | -5.3% |
| 3M | -5.0% | -18.2% | +13.2% | +1.8% |
| 6M | +29.9% | -28.4% | +58.3% | +44.5% |
| YTD | +18.0% | -37.9% | +55.8% | +37.9% |
| 1Y | +11.3% | -39.2% | +50.6% | +31.1% |
| All | +276.0% | +124.8% | +151.2% | +195.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling