-26.3%
APH vs NVDX
+34.6%
-60.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +8.8% | -56.5% | -49.2% |
| 7D | -48.7% | +1.6% | -50.3% | -49.3% |
| 30D | -51.9% | +7.5% | -59.5% | -53.3% |
| 3M | -43.6% | +2.1% | -45.7% | -45.0% |
| 6M | -37.5% | +35.5% | -73.1% | -45.2% |
| YTD | -38.6% | +24.1% | -62.8% | -45.5% |
| 1Y | -26.3% | +33.0% | -59.3% | -35.6% |
| All | -26.3% | +34.6% | -60.9% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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