+2,771.1%
NOW vs APA
-33.2%
+2,804.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -2.6% |
| 7D | -2.4% | +0.5% | -2.9% | -2.5% |
| 30D | +20.5% | +23.4% | -2.9% | +17.2% |
| 3M | +18.3% | +12.7% | +5.7% | +16.2% |
| 6M | +24.1% | +39.4% | -15.4% | +18.0% |
| YTD | -7.8% | +79.0% | -86.7% | -15.4% |
| 1Y | -21.4% | +88.8% | -110.2% | -28.7% |
| 3Y | +19.5% | +6.4% | +13.2% | +13.9% |
| 5Y | +4.1% | +153.0% | -148.9% | -12.0% |
| 10Y | +826.4% | +7.5% | +818.9% | +680.8% |
| All | +2,771.1% | -33.2% | +2,804.4% | +2,464.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling