+195.8%
NXPI vs APD
+161.1%
+34.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.1% |
| 7D | +0.7% | -2.5% | +3.2% | +2.1% |
| 30D | -6.6% | -1.9% | -4.7% | -5.7% |
| 3M | -25.4% | +8.2% | -33.6% | -29.1% |
| 6M | +11.9% | +10.7% | +1.2% | +4.7% |
| YTD | +4.0% | +22.9% | -18.9% | -8.8% |
| 1Y | +1.0% | +5.8% | -4.8% | -4.2% |
| 3Y | +16.3% | +7.8% | +8.6% | +5.7% |
| 5Y | +17.7% | +26.1% | -8.4% | -4.9% |
| 10Y | +195.8% | +163.7% | +32.1% | +67.0% |
| All | +195.8% | +161.1% | +34.7% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling