+521.8%
NOW vs APD
+187.5%
+334.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.2% | +2.8% |
| 7D | -5.6% | -1.2% | -4.4% | -5.0% |
| 30D | -26.8% | +11.0% | -37.8% | -30.2% |
| 3M | -19.4% | +2.6% | -22.0% | -20.6% |
| 6M | +12.3% | +4.8% | +7.5% | +8.8% |
| YTD | -32.9% | +31.0% | -63.9% | -42.4% |
| 1Y | -40.3% | +23.4% | -63.7% | -47.5% |
| 3Y | -19.1% | +28.4% | -47.4% | -33.4% |
| 5Y | -24.4% | +15.2% | -39.6% | -35.5% |
| 10Y | +521.8% | +190.7% | +331.1% | +155.7% |
| All | +521.8% | +187.5% | +334.3% | +155.7% |
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