+309.9%
APH vs NVDL
+2,608.0%
-2,298.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | +1.6% | -0.8% | +2.5% | +1.8% |
| 30D | -3.0% | +3.4% | -6.4% | -4.0% |
| 3M | +5.7% | +8.1% | -2.4% | +3.0% |
| 6M | +20.0% | +31.9% | -11.9% | +11.3% |
| YTD | +20.8% | +21.1% | -0.3% | +13.2% |
| 1Y | +40.2% | +34.0% | +6.2% | +27.9% |
| 3Y | +288.1% | +677.9% | -389.8% | +163.7% |
| All | +309.9% | +2,608.0% | -2,298.1% | +132.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling