+132,206.2%
APH vs NVO
+20,317.5%
+111,888.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.3% |
| 7D | +5.0% | +2.2% | +2.8% | +4.4% |
| 30D | -3.9% | +6.0% | -9.9% | -5.3% |
| 3M | +13.0% | +7.9% | +5.1% | +10.1% |
| 6M | +25.2% | +27.1% | -1.9% | +17.0% |
| YTD | +22.9% | -3.8% | +26.8% | +21.7% |
| 1Y | +47.8% | -12.8% | +60.7% | +49.0% |
| 3Y | +283.0% | -46.3% | +329.3% | +315.7% |
| 5Y | +349.7% | +3.6% | +346.1% | +304.4% |
| 10Y | +1,061.2% | +157.0% | +904.2% | +714.3% |
| All | +132,206.2% | +20,317.5% | +111,888.7% | +40,811.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling