+702.5%
APH vs NTR
+103.7%
+598.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | +1.6% | +0.5% | +1.1% | +1.5% |
| 30D | -3.0% | +21.7% | -24.7% | -8.4% |
| 3M | +5.7% | +22.8% | -17.0% | -0.7% |
| 6M | +20.0% | +8.2% | +11.8% | +15.8% |
| YTD | +20.8% | +32.9% | -12.1% | +8.7% |
| 1Y | +40.2% | +45.3% | -5.1% | +22.0% |
| 3Y | +288.1% | +41.7% | +246.4% | +232.9% |
| 5Y | +352.5% | +49.8% | +302.7% | +242.6% |
| All | +702.5% | +103.7% | +598.8% | +375.2% |
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 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