-10.8%
NVTS vs APA
+107.6%
-118.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -6.9% | +15.9% | +7.7% |
| 7D | -0.3% | -13.0% | +12.6% | -2.4% |
| 30D | -24.4% | +2.0% | -26.4% | -23.9% |
| 3M | -26.5% | +24.9% | -51.4% | -23.7% |
| 6M | -41.4% | +7.2% | -48.6% | -39.6% |
| YTD | +30.7% | +87.1% | -56.4% | +33.8% |
| 1Y | -10.8% | +107.2% | -118.0% | -11.1% |
| All | -10.8% | +107.6% | -118.4% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling