-26.3%
APH vs NVDL
+42.2%
-68.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +8.4% | -56.2% | -49.2% |
| 7D | -48.7% | +1.7% | -50.4% | -49.3% |
| 30D | -51.9% | +7.8% | -59.8% | -53.4% |
| 3M | -43.6% | +3.3% | -46.9% | -45.2% |
| 6M | -37.5% | +38.9% | -76.4% | -45.5% |
| YTD | -38.6% | +28.5% | -67.1% | -46.0% |
| 1Y | -26.3% | +40.6% | -66.9% | -36.5% |
| All | -26.3% | +42.2% | -68.5% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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