+375.4%
NVDA vs APH
+282.8%
+92.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.3% |
| 7D | +5.9% | +5.0% | +0.9% | +2.3% |
| 30D | +5.1% | -3.9% | +9.0% | +7.5% |
| 3M | +5.4% | +13.0% | -7.6% | -4.9% |
| 6M | +26.0% | +25.2% | +0.9% | +2.8% |
| YTD | +23.7% | +22.9% | +0.7% | -4.1% |
| 1Y | +34.4% | +47.8% | -13.5% | -15.4% |
| All | +375.4% | +282.8% | +92.6% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling