+504.4%
NOW vs APD
+191.6%
+312.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.4% | -2.2% |
| 7D | -1.7% | +2.2% | -3.8% | -2.6% |
| 30D | -27.4% | +9.4% | -36.8% | -30.4% |
| 3M | -19.4% | +4.7% | -24.1% | -21.4% |
| 6M | +13.1% | +5.5% | +7.6% | +9.3% |
| YTD | -34.3% | +31.4% | -65.7% | -43.7% |
| 1Y | -41.8% | +24.1% | -65.9% | -48.9% |
| 3Y | -20.7% | +28.8% | -49.5% | -34.8% |
| 5Y | -27.2% | +15.8% | -43.0% | -38.1% |
| All | +504.4% | +191.6% | +312.8% | +148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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