+285.6%
APH vs NTRS
+161.8%
+123.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +1.6% | +0.9% | +0.8% | +1.2% |
| 30D | -3.0% | -1.2% | -1.8% | -2.4% |
| 3M | +5.7% | +8.8% | -3.0% | +1.2% |
| 6M | +20.0% | +34.7% | -14.7% | +2.8% |
| YTD | +20.8% | +37.2% | -16.4% | +2.1% |
| 1Y | +40.2% | +46.3% | -6.1% | +14.3% |
| All | +285.6% | +161.8% | +123.8% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 3y: compounded portfolio wealth divided by compounded NTRS 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…
3y analysis · Full analysis span regression · 6 months rolling