+1,972.6%
NOW vs APA
-30.0%
+2,002.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.7% |
| 7D | -3.0% | -15.5% | +12.5% | -1.0% |
| 30D | -26.0% | +2.4% | -28.4% | -26.4% |
| 3M | -13.1% | +22.8% | -35.9% | -15.7% |
| 6M | +14.5% | +17.9% | -3.4% | +11.4% |
| YTD | -33.4% | +87.7% | -121.1% | -39.5% |
| 1Y | -40.6% | +94.2% | -134.8% | -46.3% |
| 3Y | -16.3% | +27.2% | -43.5% | -22.2% |
| 5Y | -26.3% | +74.1% | -100.5% | -35.2% |
| 10Y | +512.7% | +2.6% | +510.1% | +422.4% |
| All | +1,972.6% | -30.0% | +2,002.5% | +1,734.2% |
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