+504.4%
NOW vs APA
+7.0%
+497.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -4.0% | -2.3% |
| 7D | -1.7% | +9.6% | -11.3% | -2.7% |
| 30D | -27.4% | -0.2% | -27.2% | -27.5% |
| 3M | -19.4% | +19.8% | -39.3% | -21.4% |
| 6M | +13.1% | +30.1% | -17.0% | +9.1% |
| YTD | -34.3% | +100.4% | -134.7% | -40.2% |
| 1Y | -41.8% | +105.2% | -147.0% | -47.2% |
| 3Y | -20.7% | +44.6% | -65.3% | -27.0% |
| 5Y | -27.2% | +88.8% | -116.0% | -35.6% |
| All | +504.4% | +7.0% | +497.5% | +424.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling