+6,656.5%
NEE vs APH
+61,451.9%
-54,795.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -47.8% | +49.1% | +7.6% |
| 7D | +0.7% | -48.7% | +49.4% | +7.2% |
| 30D | -2.2% | -51.9% | +49.8% | +5.0% |
| 3M | -1.2% | -43.6% | +42.4% | +3.3% |
| 6M | -8.6% | -37.5% | +29.0% | -6.1% |
| YTD | +6.2% | -38.6% | +44.8% | +8.8% |
| 1Y | +21.1% | -26.3% | +47.4% | +20.5% |
| 3Y | +36.4% | +89.2% | -52.8% | +16.5% |
| 5Y | +11.4% | +119.8% | -108.4% | -7.2% |
| 10Y | +250.0% | +454.3% | -204.3% | +157.1% |
| All | +6,656.5% | +61,451.9% | -54,795.4% | +3,598.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling