+683.7%
APH vs NTR
+82.2%
+601.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | +0.4% | -0.6% | +1.0% | +0.5% |
| 30D | -8.0% | +5.4% | -13.4% | -9.5% |
| 3M | -5.0% | +7.3% | -12.3% | -7.4% |
| 6M | +29.9% | +2.2% | +27.7% | +28.0% |
| YTD | +18.0% | +18.9% | -0.9% | +9.2% |
| 1Y | +11.3% | +23.7% | -12.4% | +1.4% |
| 3Y | +274.9% | +47.5% | +227.4% | +214.3% |
| 5Y | +300.6% | +22.0% | +278.6% | +227.3% |
| All | +683.7% | +82.2% | +601.5% | +377.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling