+307.4%
APH vs NXT
+231.9%
+75.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | +0.4% | -5.7% | +6.1% | +1.4% |
| 30D | -8.0% | +18.5% | -26.5% | -10.6% |
| 3M | -5.0% | -4.1% | -0.9% | -4.9% |
| 6M | +29.9% | -20.3% | +50.2% | +32.6% |
| YTD | +18.0% | +15.5% | +2.5% | +14.0% |
| 1Y | +11.3% | -5.0% | +16.3% | +9.9% |
| 3Y | +274.9% | +191.6% | +83.3% | +212.5% |
| All | +307.4% | +231.9% | +75.6% | +232.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling