+318.4%
APH vs NVDX
+871.3%
-552.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.6% |
| 7D | +5.0% | +11.6% | -6.6% | +2.6% |
| 30D | -3.9% | +7.5% | -11.4% | -5.8% |
| 3M | +13.0% | +2.1% | +10.9% | +11.1% |
| 6M | +25.2% | +35.5% | -10.4% | +14.8% |
| YTD | +22.9% | +24.1% | -1.2% | +14.0% |
| 1Y | +47.8% | +33.0% | +14.9% | +34.0% |
| All | +318.4% | +871.3% | -552.9% | +189.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling