-26.4%
NOW vs APA
+71.7%
-98.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.8% |
| 7D | -3.0% | -15.5% | +12.5% | -0.2% |
| 30D | -26.0% | +2.4% | -28.4% | -26.6% |
| 3M | -13.1% | +22.8% | -35.9% | -16.7% |
| 6M | +14.5% | +17.9% | -3.4% | +10.1% |
| YTD | -33.4% | +87.7% | -121.1% | -42.1% |
| 1Y | -40.6% | +94.2% | -134.8% | -48.8% |
| 3Y | -16.3% | +27.2% | -43.5% | -24.8% |
| All | -26.4% | +71.7% | -98.0% | -39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling