+6,941.6%
NEE vs APH
+119,301.1%
-112,359.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.1% | -5.6% | -2.0% |
| 7D | +3.9% | -5.9% | +9.8% | +4.5% |
| 30D | +12.8% | -14.8% | +27.6% | +14.9% |
| 3M | +3.6% | -12.4% | +16.0% | +4.9% |
| 6M | -7.5% | +8.1% | -15.6% | -9.5% |
| YTD | +10.7% | +10.9% | -0.3% | +7.1% |
| 1Y | +9.1% | +8.8% | +0.3% | +5.7% |
| 3Y | +61.0% | +262.1% | -201.1% | +28.9% |
| 5Y | +16.3% | +283.1% | -266.9% | -7.9% |
| 10Y | +264.6% | +908.1% | -643.5% | +152.7% |
| All | +6,941.6% | +119,301.1% | -112,359.5% | +3,511.4% |
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