+276.0%
APH vs NVDL
+318.8%
-42.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.8% | -6.6% | -2.0% |
| 7D | +0.4% | -26.2% | +26.6% | +6.5% |
| 30D | -8.0% | -43.2% | +35.2% | +3.0% |
| 3M | -5.0% | -40.5% | +35.5% | +4.8% |
| 6M | +29.9% | -45.4% | +75.3% | +43.9% |
| YTD | +18.0% | -30.5% | +48.4% | +22.4% |
| 1Y | +11.3% | -37.1% | +48.4% | +17.5% |
| All | +276.0% | +318.8% | -42.8% | +188.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling