+1,030.6%
APH vs NVO
+148.4%
+882.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.1% |
| 7D | -2.2% | -7.4% | +5.1% | -0.7% |
| 30D | -4.0% | -5.5% | +1.5% | -3.0% |
| 3M | +7.7% | +4.1% | +3.6% | +6.0% |
| 6M | +17.8% | +19.3% | -1.6% | +12.1% |
| YTD | +19.2% | -9.2% | +28.4% | +19.3% |
| 1Y | +35.7% | -15.0% | +50.7% | +37.2% |
| 3Y | +282.9% | -50.9% | +333.8% | +320.7% |
| 5Y | +345.6% | -0.9% | +346.5% | +286.1% |
| All | +1,030.6% | +148.4% | +882.3% | +696.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 10y: compounded portfolio wealth divided by compounded NVO 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…
10y analysis · Full analysis span regression · 6 months rolling