+245.4%
NEE vs APH
+1,046.9%
-801.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | -0.2% | -3.3% | +3.1% | +0.5% |
| 3M | +0.5% | +14.0% | -13.5% | -3.6% |
| 6M | -6.5% | +24.4% | -31.0% | -13.2% |
| YTD | +6.7% | +21.4% | -14.7% | -1.7% |
| 1Y | +23.6% | +48.9% | -25.3% | +6.0% |
| 3Y | +37.1% | +290.1% | -253.0% | -21.7% |
| 5Y | +10.9% | +352.8% | -341.9% | -41.4% |
| 10Y | +245.4% | +1,041.3% | -795.9% | +20.8% |
| All | +245.4% | +1,046.9% | -801.6% | +20.8% |
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