+291.1%
APH vs NVD
-99.2%
+390.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.2% | +0.6% |
| 7D | +5.0% | -11.1% | +16.1% | +2.6% |
| 30D | -3.9% | -13.3% | +9.4% | -5.9% |
| 3M | +13.0% | -19.8% | +32.8% | +10.5% |
| 6M | +25.2% | -48.8% | +73.9% | +13.6% |
| YTD | +22.9% | -49.7% | +72.6% | +12.5% |
| 1Y | +47.8% | -61.4% | +109.2% | +31.4% |
| All | +291.1% | -99.2% | +390.3% | +148.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling