+504.6%
NOW vs APA
+0.9%
+503.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.1% | -8.7% | +5.7% | -2.1% |
| 30D | -27.0% | -2.4% | -24.6% | -27.0% |
| 3M | -17.7% | +19.0% | -36.7% | -19.7% |
| 6M | +12.7% | +26.8% | -14.1% | +9.0% |
| YTD | -32.9% | +87.3% | -120.3% | -38.5% |
| 1Y | -40.4% | +92.3% | -132.7% | -45.6% |
| 3Y | -17.1% | +37.3% | -54.3% | -23.2% |
| 5Y | -25.7% | +73.2% | -98.9% | -33.6% |
| 10Y | +504.6% | -0.9% | +505.5% | +425.7% |
| All | +504.6% | +0.9% | +503.8% | +425.7% |
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