+41.4%
APH vs NVO
-15.7%
+57.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.1% | +6.7% | +4.9% |
| 7D | +1.4% | -7.6% | +9.0% | +2.5% |
| 30D | -1.2% | -6.0% | +4.7% | -0.5% |
| 3M | +10.3% | -0.8% | +11.0% | +9.0% |
| 6M | +25.2% | +16.5% | +8.7% | +18.5% |
| YTD | +24.6% | -11.1% | +35.8% | +23.1% |
| 1Y | +41.4% | -16.7% | +58.2% | +43.9% |
| All | +41.4% | -15.7% | +57.1% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling