+290.1%
APH vs NVDL
+680.6%
-390.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -0.4% |
| 7D | +0.2% | +7.3% | -7.1% | -1.3% |
| 30D | -3.3% | -0.7% | -2.7% | -3.7% |
| 3M | +14.0% | +9.5% | +4.6% | +10.6% |
| 6M | +24.4% | +41.6% | -17.2% | +12.9% |
| YTD | +21.4% | +23.3% | -1.9% | +12.5% |
| 1Y | +48.9% | +40.3% | +8.6% | +33.3% |
| 3Y | +290.1% | +692.2% | -402.1% | +154.3% |
| All | +290.1% | +680.6% | -390.5% | +154.3% |
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