+248.8%
NBIS vs APH
-25.2%
+274.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -47.8% | +57.5% | +29.7% |
| 7D | +3.6% | -48.7% | +52.3% | +25.0% |
| 30D | +3.4% | -51.9% | +55.3% | +34.7% |
| 3M | -12.8% | -43.6% | +30.7% | -0.8% |
| 6M | +131.5% | -37.5% | +169.1% | +133.2% |
| YTD | +170.5% | -38.6% | +209.1% | +141.2% |
| 1Y | +248.8% | -26.3% | +275.1% | +77.5% |
| All | +248.8% | -25.2% | +274.0% | +77.5% |
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