+191.9%
NI vs APA
+7.0%
+184.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.4% |
| 7D | +3.1% | +9.6% | -6.5% | +2.4% |
| 30D | +11.2% | -0.2% | +11.4% | +11.1% |
| 3M | +9.8% | +19.8% | -10.0% | +8.3% |
| 6M | -1.6% | +30.1% | -31.7% | -3.7% |
| YTD | +12.6% | +100.4% | -87.8% | +6.6% |
| 1Y | +7.8% | +105.2% | -97.4% | +1.8% |
| 3Y | +100.5% | +44.6% | +55.9% | +91.4% |
| 5Y | +114.4% | +88.8% | +25.6% | +98.1% |
| All | +191.9% | +7.0% | +184.9% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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