+276.0%
APH vs NVO
-54.9%
+330.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.9% |
| 7D | +0.4% | -2.6% | +3.0% | +0.8% |
| 30D | -8.0% | +6.5% | -14.5% | -8.7% |
| 3M | -5.0% | -11.8% | +6.8% | -3.6% |
| 6M | +29.9% | -10.3% | +40.2% | +30.8% |
| YTD | +18.0% | -15.2% | +33.2% | +18.5% |
| 1Y | +11.3% | -12.2% | +23.6% | +11.2% |
| All | +276.0% | -54.9% | +330.9% | +339.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling