+16.4%
APH vs NVTS
-9.1%
+25.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +9.0% | -15.1% | -7.3% |
| 7D | -2.4% | -0.3% | -2.1% | -2.5% |
| 30D | -9.5% | -24.4% | +14.9% | -6.7% |
| 3M | -7.6% | -26.5% | +18.9% | -4.7% |
| 6M | +12.4% | -41.4% | +53.8% | +16.2% |
| YTD | +17.5% | +30.7% | -13.2% | +2.6% |
| 1Y | +16.4% | -10.8% | +27.2% | +7.6% |
| All | +16.4% | -9.1% | +25.5% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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