+317.2%
APH vs NVDL
+2,772.7%
-2,455.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.6% |
| 7D | +5.0% | +11.7% | -6.7% | +2.8% |
| 30D | -3.9% | +7.8% | -11.7% | -5.7% |
| 3M | +13.0% | +3.3% | +9.7% | +11.0% |
| 6M | +25.2% | +38.9% | -13.7% | +15.0% |
| YTD | +22.9% | +28.5% | -5.5% | +13.9% |
| 1Y | +47.8% | +40.6% | +7.2% | +33.7% |
| 3Y | +283.0% | +648.7% | -365.7% | +159.9% |
| All | +317.2% | +2,772.7% | -2,455.5% | +134.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling