+521.8%
NOW vs APA
+4.1%
+517.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.6% | -0.4% | +2.7% |
| 7D | -5.6% | +5.1% | -10.6% | -6.1% |
| 30D | -26.8% | +0.3% | -27.1% | -26.9% |
| 3M | -19.4% | +15.6% | -35.1% | -21.0% |
| 6M | +12.3% | +28.9% | -16.6% | +8.5% |
| YTD | -32.9% | +96.6% | -129.5% | -38.8% |
| 1Y | -40.3% | +95.5% | -135.8% | -45.6% |
| 3Y | -19.1% | +41.8% | -60.9% | -25.3% |
| 5Y | -24.4% | +85.4% | -109.8% | -32.9% |
| 10Y | +521.8% | +4.5% | +517.3% | +437.5% |
| All | +521.8% | +4.1% | +517.7% | +437.5% |
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