-26.3%
APH vs NXT
+26.2%
-52.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.0% | -50.8% | -48.3% |
| 7D | -48.7% | -5.7% | -43.0% | -48.3% |
| 30D | -51.9% | -15.3% | -36.6% | -50.6% |
| 3M | -43.6% | -43.8% | +0.2% | -38.1% |
| 6M | -37.5% | -18.7% | -18.9% | -35.6% |
| YTD | -38.6% | -3.0% | -35.6% | -38.5% |
| 1Y | -26.3% | +22.7% | -49.1% | -18.5% |
| All | -26.3% | +26.2% | -52.5% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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