+28.0%
NBIS vs APH
+16.5%
+11.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.2% | -0.5% | -0.2% |
| 7D | -22.4% | -2.4% | -20.0% | -20.2% |
| 30D | -39.1% | -9.5% | -29.7% | -31.8% |
| 3M | -37.3% | -7.6% | -29.7% | -31.0% |
| 6M | -19.8% | +12.4% | -32.2% | -24.1% |
| YTD | +69.1% | +17.5% | +51.5% | +30.7% |
| 1Y | +28.0% | +16.4% | +11.6% | -0.1% |
| All | +28.0% | +16.5% | +11.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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