-26.3%
APH vs NTR
+43.1%
-69.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +5.2% | -53.0% | -46.2% |
| 7D | -48.7% | +8.8% | -57.5% | -47.0% |
| 30D | -51.9% | +18.8% | -70.7% | -50.0% |
| 3M | -43.6% | +16.2% | -59.8% | -41.4% |
| 6M | -37.5% | +9.8% | -47.3% | -35.6% |
| YTD | -38.6% | +30.9% | -69.5% | -37.2% |
| 1Y | -26.3% | +41.8% | -68.1% | -24.7% |
| All | -26.3% | +43.1% | -69.4% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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