+1,041.3%
APH vs NTAP
+583.2%
+458.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -2.0% |
| 7D | +0.2% | +3.3% | -3.1% | -1.0% |
| 30D | -3.3% | -0.2% | -3.1% | -3.5% |
| 3M | +14.0% | +11.4% | +2.7% | +8.5% |
| 6M | +24.4% | +88.7% | -64.2% | -6.2% |
| YTD | +21.4% | +78.9% | -57.5% | -7.1% |
| 1Y | +48.9% | +58.8% | -9.9% | +19.6% |
| 3Y | +290.1% | +153.5% | +136.6% | +152.5% |
| 5Y | +352.8% | +136.7% | +216.1% | +196.1% |
| 10Y | +1,041.3% | +590.2% | +451.1% | +404.6% |
| All | +1,041.3% | +583.2% | +458.1% | +404.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NTAP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling