+40.2%
APH vs NVDX
+29.6%
+10.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.1% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | -3.0% | +3.0% | -6.0% | -4.1% |
| 3M | +5.7% | +6.8% | -1.0% | +2.6% |
| 6M | +20.0% | +28.6% | -8.6% | +7.5% |
| YTD | +20.8% | +17.0% | +3.8% | +9.6% |
| 1Y | +40.2% | +27.0% | +13.2% | +26.6% |
| All | +40.2% | +29.6% | +10.7% | +26.6% |
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