+1,101.8%
NBIS vs APH
+145.2%
+956.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | +17.8% | +1.6% | +16.1% | +15.3% |
| 30D | +30.5% | -3.0% | +33.5% | +35.9% |
| 3M | +9.2% | +5.7% | +3.4% | +4.8% |
| 6M | +153.2% | +20.0% | +133.2% | +99.8% |
| YTD | +187.1% | +20.8% | +166.3% | +105.8% |
| 1Y | +151.1% | +40.2% | +110.9% | +36.1% |
| All | +1,101.8% | +145.2% | +956.5% | +263.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling