+9,730.0%
APH vs NRG
+1,589.2%
+8,140.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.6% | -1.2% |
| 7D | +5.0% | +7.1% | -2.2% | +2.6% |
| 30D | -3.9% | -1.4% | -2.5% | -3.6% |
| 3M | +13.0% | -10.5% | +23.4% | +15.8% |
| 6M | +25.2% | -26.7% | +51.9% | +36.1% |
| YTD | +22.9% | -24.5% | +47.5% | +32.6% |
| 1Y | +47.8% | -18.6% | +66.4% | +55.1% |
| 3Y | +283.0% | +227.1% | +55.9% | +149.9% |
| 5Y | +349.7% | +198.8% | +150.9% | +195.0% |
| 10Y | +1,061.2% | +1,122.3% | -61.0% | +357.2% |
| All | +9,730.0% | +1,589.2% | +8,140.9% | +3,656.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling