+304.7%
APH vs NVDX
+394.1%
-89.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -11.0% | +10.0% | +1.3% |
| 7D | -5.0% | -34.6% | +29.6% | +3.2% |
| 30D | -8.4% | -47.9% | +39.5% | +4.2% |
| 3M | -4.5% | -44.4% | +39.9% | +6.6% |
| 6M | +25.3% | -47.3% | +72.6% | +39.5% |
| YTD | +18.9% | -36.9% | +55.8% | +25.9% |
| 1Y | +11.9% | -46.8% | +58.8% | +22.1% |
| 3Y | +278.0% | +295.2% | -17.2% | +204.6% |
| All | +304.7% | +394.1% | -89.4% | +219.4% |
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