+16.4%
APH vs NVDL
-23.5%
+39.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.1% | -0.1% | -4.5% |
| 7D | -2.4% | -14.0% | +11.6% | +1.5% |
| 30D | -9.5% | -31.2% | +21.7% | -0.5% |
| 3M | -7.6% | -15.5% | +7.9% | -4.2% |
| 6M | +12.4% | -10.3% | +22.7% | +12.0% |
| YTD | +17.5% | -5.8% | +23.3% | +11.0% |
| 1Y | +16.4% | -20.1% | +36.5% | +13.9% |
| All | +16.4% | -23.5% | +39.9% | +13.9% |
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