+23.6%
NEE vs APH
+48.2%
-24.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.5% |
| 7D | +1.1% | +0.2% | +0.9% | +1.1% |
| 30D | -0.2% | -3.3% | +3.1% | -0.2% |
| 3M | +0.5% | +14.0% | -13.5% | -0.1% |
| 6M | -6.5% | +24.4% | -31.0% | -7.6% |
| YTD | +6.7% | +21.4% | -14.7% | +5.2% |
| 1Y | +23.6% | +48.9% | -25.3% | +24.2% |
| All | +23.6% | +48.2% | -24.6% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling