+570.0%
NBIS vs APH
+141.4%
+428.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.3% | -4.0% |
| 7D | -11.6% | -5.0% | -6.6% | -4.8% |
| 30D | -39.4% | -8.4% | -31.0% | -31.1% |
| 3M | -27.2% | -4.5% | -22.7% | -21.6% |
| 6M | -24.3% | +25.3% | -49.6% | -42.2% |
| YTD | +60.1% | +18.9% | +41.2% | +18.8% |
| 1Y | +21.9% | +11.9% | +9.9% | +0.6% |
| All | +570.0% | +141.4% | +428.6% | +109.6% |
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