-26.3%
APH vs NVTS
+109.2%
-135.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.8% | -49.6% | -48.0% |
| 7D | -48.7% | -5.7% | -43.0% | -48.5% |
| 30D | -51.9% | -4.5% | -47.5% | -51.8% |
| 3M | -43.6% | -61.5% | +18.0% | -39.8% |
| 6M | -37.5% | +28.0% | -65.5% | -41.2% |
| YTD | -38.6% | +65.3% | -103.9% | -44.3% |
| 1Y | -26.3% | +113.0% | -139.3% | -29.9% |
| All | -26.3% | +109.2% | -135.6% | -29.9% |
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