+290.5%
APH vs NVD
-99.2%
+389.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -0.5% |
| 7D | +0.2% | -7.7% | +7.9% | -1.3% |
| 30D | -3.3% | -5.8% | +2.4% | -3.8% |
| 3M | +14.0% | -23.2% | +37.2% | +10.3% |
| 6M | +24.4% | -49.7% | +74.2% | +12.5% |
| YTD | +21.4% | -47.7% | +69.1% | +12.0% |
| 1Y | +48.9% | -61.3% | +110.3% | +32.5% |
| 3Y | +290.1% | -99.2% | +389.3% | +149.1% |
| All | +290.5% | -99.2% | +389.7% | +149.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling