+25.2%
APH vs NVO
+30.0%
-4.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +0.7% |
| 7D | +5.0% | +2.2% | +2.8% | +5.1% |
| 30D | -3.9% | +6.0% | -9.9% | -3.5% |
| 3M | +13.0% | +7.9% | +5.1% | +10.4% |
| 6M | +25.2% | +27.1% | -1.9% | +10.4% |
| All | +25.2% | +30.0% | -4.9% | +10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling