-37.5%
APH vs NVTS
+28.8%
-66.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| 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% | -40.8% |
| 6M | -37.5% | +28.0% | -65.5% | -42.5% |
| All | -37.5% | +28.8% | -66.4% | -42.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling