+16.5%
APH vs NVDL
-43.7%
+60.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.2% | -0.7% |
| 7D | +4.9% | -24.8% | +29.7% | +12.2% |
| 30D | -5.4% | -48.0% | +42.7% | +11.6% |
| 3M | -5.5% | -51.5% | +46.1% | +12.9% |
| 6M | +25.9% | -54.9% | +80.8% | +51.1% |
| YTD | +16.4% | -39.2% | +55.6% | +22.0% |
| 1Y | +16.5% | -41.1% | +57.6% | +22.5% |
| All | +16.5% | -43.7% | +60.2% | +22.5% |
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