+716.7%
APH vs NTR
+100.5%
+616.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.3% |
| 7D | +5.0% | +8.1% | -3.2% | +2.6% |
| 30D | -3.9% | +18.8% | -22.6% | -8.6% |
| 3M | +13.0% | +16.2% | -3.2% | +7.8% |
| 6M | +25.2% | +9.8% | +15.4% | +20.1% |
| YTD | +22.9% | +30.9% | -7.9% | +11.1% |
| 1Y | +47.8% | +41.8% | +6.1% | +29.5% |
| 3Y | +283.0% | +35.8% | +247.2% | +233.1% |
| 5Y | +349.7% | +51.0% | +298.6% | +237.8% |
| All | +716.7% | +100.5% | +616.2% | +385.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling