+309.2%
NVDA vs APH
+258.9%
+50.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.1% | -1.3% | 0.0% |
| 7D | -8.8% | -5.9% | -2.9% | -5.1% |
| 30D | -21.4% | -14.8% | -6.6% | -12.9% |
| 3M | -14.7% | -12.4% | -2.3% | -7.7% |
| 6M | -10.0% | +8.1% | -18.1% | -18.1% |
| YTD | +0.3% | +10.9% | -10.6% | -17.2% |
| 1Y | -0.5% | +8.8% | -9.3% | -16.8% |
| 3Y | +309.2% | +262.1% | +47.1% | +2.0% |
| All | +309.2% | +258.9% | +50.2% | +2.0% |
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