+508.6%
NVDA vs APD
+11.0%
+497.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.4% |
| 7D | -8.8% | -3.7% | -5.1% | -7.3% |
| 30D | -21.4% | +9.6% | -31.0% | -24.5% |
| 3M | -14.7% | +1.6% | -16.3% | -15.5% |
| 6M | -10.0% | +2.2% | -12.2% | -11.5% |
| YTD | +0.3% | +25.9% | -25.6% | -11.1% |
| 1Y | -0.5% | +20.1% | -20.7% | -10.5% |
| 3Y | +309.2% | +12.4% | +296.8% | +266.3% |
| All | +508.6% | +11.0% | +497.6% | +338.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 5y: compounded portfolio wealth divided by compounded APD 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…
5y analysis · Full analysis span regression · 6 months rolling