-16.6%
APP vs NXT
-16.0%
-0.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.3% | +4.5% | +8.8% |
| 7D | +71.2% | +32.2% | +39.0% | +59.4% |
| 30D | +39.1% | +21.9% | +17.2% | +31.9% |
| 3M | +16.5% | +6.6% | +10.0% | +13.9% |
| 6M | -16.6% | -16.8% | +0.2% | -14.8% |
| All | -16.6% | -16.0% | -0.5% | -14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling