-26.3%
APH vs NVT
+73.8%
-100.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.5% | -51.3% | -49.1% |
| 7D | -48.7% | +0.3% | -49.0% | -49.3% |
| 30D | -51.9% | -3.7% | -48.2% | -51.5% |
| 3M | -43.6% | -10.1% | -33.4% | -41.6% |
| 6M | -37.5% | +37.5% | -75.0% | -48.4% |
| YTD | -38.6% | +53.7% | -92.4% | -52.2% |
| 1Y | -26.3% | +70.9% | -97.2% | -43.7% |
| All | -26.3% | +73.8% | -100.1% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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