+248.8%
NBIS vs APTV
-39.9%
+288.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.4% | +6.6% |
| 7D | +8.2% | +4.8% | +3.4% | +6.8% |
| 30D | +3.4% | +2.0% | +1.4% | +2.4% |
| 3M | -12.8% | -34.2% | +21.4% | +0.9% |
| 6M | +131.5% | -34.7% | +166.2% | +171.2% |
| YTD | +170.5% | -37.0% | +207.4% | +223.1% |
| 1Y | +248.8% | -40.4% | +289.2% | +412.2% |
| All | +248.8% | -39.9% | +288.7% | +412.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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