+16.5%
APH vs NXT
-0.4%
+16.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.3% | -2.1% |
| 7D | +4.9% | -9.4% | +14.3% | +7.2% |
| 30D | -5.4% | +15.1% | -20.5% | -9.0% |
| 3M | -5.5% | -9.1% | +3.6% | -4.2% |
| 6M | +25.9% | -30.3% | +56.2% | +33.1% |
| YTD | +16.4% | +9.1% | +7.3% | +9.0% |
| 1Y | +16.5% | +7.9% | +8.6% | +9.0% |
| All | +16.5% | -0.4% | +16.9% | +9.0% |
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