-12.8%
NBIS vs APH
-43.0%
+30.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -47.8% | +57.5% | +15.8% |
| 7D | +3.6% | -48.7% | +52.3% | +12.7% |
| 30D | +3.4% | -51.9% | +55.3% | +25.7% |
| 3M | -12.8% | -43.6% | +30.7% | -14.4% |
| All | -12.8% | -43.0% | +30.2% | -14.4% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling