-26.3%
APH vs NVD
-61.9%
+35.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -8.4% | -39.4% | -49.2% |
| 7D | -48.7% | -3.5% | -45.2% | -49.4% |
| 30D | -51.9% | -13.3% | -38.7% | -53.4% |
| 3M | -43.6% | -19.8% | -23.7% | -45.4% |
| 6M | -37.5% | -48.8% | +11.3% | -45.8% |
| YTD | -38.6% | -49.7% | +11.0% | -46.4% |
| 1Y | -26.3% | -61.4% | +35.0% | -37.0% |
| All | -26.3% | -61.9% | +35.5% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling