+256.8%
APH vs NVD
-98.9%
+355.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.5% | +9.6% | +3.0% |
| 7D | -5.9% | +16.8% | -22.8% | -1.9% |
| 30D | -14.8% | +54.3% | -69.1% | -5.4% |
| 3M | -12.4% | +24.3% | -36.7% | -6.0% |
| 6M | +8.1% | +0.6% | +7.5% | +13.4% |
| YTD | +10.9% | -27.7% | +38.6% | +11.5% |
| 1Y | +8.8% | -29.4% | +38.2% | +9.9% |
| 3Y | +262.1% | -98.8% | +360.9% | +152.1% |
| All | +256.8% | -98.9% | +355.7% | +148.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling