+764.5%
APH vs NVT
+699.2%
+65.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -0.4% |
| 7D | +5.0% | +5.1% | -0.1% | +2.4% |
| 30D | -3.9% | -3.7% | -0.2% | -2.2% |
| 3M | +13.0% | -10.1% | +23.1% | +18.2% |
| 6M | +25.2% | +37.5% | -12.3% | +4.5% |
| YTD | +22.9% | +53.7% | -30.8% | -2.9% |
| 1Y | +47.8% | +70.9% | -23.0% | +10.2% |
| 3Y | +283.0% | +180.4% | +102.6% | +116.5% |
| 5Y | +349.7% | +393.5% | -43.8% | +90.4% |
| All | +764.5% | +699.2% | +65.3% | +185.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling