+352.5%
APH vs NVO
-0.6%
+353.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.3% |
| 7D | +1.6% | -4.7% | +6.3% | +2.4% |
| 30D | -3.0% | -5.4% | +2.5% | -2.2% |
| 3M | +5.7% | +7.0% | -1.2% | +3.8% |
| 6M | +20.0% | +17.6% | +2.4% | +15.5% |
| YTD | +20.8% | -8.0% | +28.8% | +20.5% |
| 1Y | +40.2% | -13.8% | +54.1% | +41.0% |
| 3Y | +288.1% | -50.3% | +338.4% | +317.0% |
| 5Y | +352.5% | +0.7% | +351.9% | +281.3% |
| All | +352.5% | -0.6% | +353.1% | +281.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling