+547.5%
NBIS vs APH
+125.2%
+422.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +4.1% | +3.5% | +2.2% |
| 7D | -16.0% | -5.9% | -10.1% | -8.4% |
| 30D | -45.4% | -14.8% | -30.6% | -31.7% |
| 3M | -31.8% | -12.4% | -19.4% | -17.8% |
| 6M | -33.6% | +8.1% | -41.7% | -38.5% |
| YTD | +54.7% | +10.9% | +43.8% | +25.5% |
| 1Y | +18.3% | +8.8% | +9.6% | -0.5% |
| All | +547.5% | +125.2% | +422.2% | +121.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling