+91.3%
NVTS vs APA
+101.6%
-10.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.4% |
| 7D | -1.4% | +4.6% | -6.0% | -0.8% |
| 30D | -16.5% | +11.9% | -28.4% | -15.1% |
| 3M | -47.6% | +22.5% | -70.1% | -45.8% |
| 6M | +7.3% | +37.5% | -30.3% | +9.6% |
| YTD | +62.9% | +87.2% | -24.3% | +69.3% |
| 1Y | +91.3% | +101.4% | -10.2% | +108.1% |
| All | +91.3% | +101.6% | -10.3% | +108.1% |
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