+691.7%
APH vs NTR
+98.7%
+593.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.1% | -0.6% |
| 7D | -2.2% | -2.5% | +0.2% | -1.5% |
| 30D | -4.0% | +17.0% | -21.1% | -8.4% |
| 3M | +7.7% | +22.2% | -14.5% | +1.2% |
| 6M | +17.8% | +5.2% | +12.6% | +14.6% |
| YTD | +19.2% | +29.7% | -10.5% | +8.0% |
| 1Y | +35.7% | +39.4% | -3.7% | +19.5% |
| 3Y | +282.9% | +38.2% | +244.7% | +230.7% |
| 5Y | +345.6% | +47.6% | +298.0% | +238.1% |
| All | +691.7% | +98.7% | +593.1% | +372.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling