+4.4%
APH vs NXT
-3.7%
+8.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.3% | -1.2% | +2.8% |
| 7D | -5.9% | +32.2% | -38.2% | -12.5% |
| 30D | -14.8% | +21.9% | -36.7% | -19.1% |
| 3M | -12.4% | +6.6% | -19.0% | -14.5% |
| 6M | +8.1% | -16.8% | +24.9% | +10.1% |
| YTD | +10.9% | +20.4% | -9.5% | +1.0% |
| All | +4.4% | -3.7% | +8.1% | +0.4% |
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