+919.8%
NVDA vs APH
+350.9%
+569.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.1% |
| 7D | +5.9% | +5.0% | +0.9% | +1.2% |
| 30D | +5.1% | -3.9% | +9.0% | +8.2% |
| 3M | +5.4% | +13.0% | -7.6% | -8.4% |
| 6M | +26.0% | +25.2% | +0.9% | -4.4% |
| YTD | +23.7% | +22.9% | +0.7% | -11.7% |
| 1Y | +34.4% | +47.8% | -13.5% | -25.3% |
| 3Y | +375.8% | +283.0% | +92.8% | -30.8% |
| All | +919.8% | +350.9% | +569.0% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling