+212.0%
NXT vs APD
+20.2%
+191.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -9.4% | +3.8% | -13.2% | -10.5% |
| 30D | +15.1% | +8.2% | +6.9% | +12.3% |
| 3M | -9.1% | +4.3% | -13.4% | -10.4% |
| 6M | -30.3% | +4.7% | -35.0% | -31.7% |
| YTD | +9.1% | +31.5% | -22.5% | -1.2% |
| 1Y | +7.9% | +23.5% | -15.7% | -0.4% |
| 3Y | +176.5% | +29.1% | +147.4% | +148.6% |
| All | +212.0% | +20.2% | +191.8% | +183.4% |
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