-41.8%
NOW vs APH
+5.6%
-47.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.3% | +3.4% | -7.4% |
| 7D | -6.7% | -12.7% | +6.1% | -8.8% |
| 30D | -25.8% | -19.2% | -6.6% | -28.3% |
| 3M | -12.7% | -16.7% | +4.0% | -14.8% |
| 6M | +11.2% | +5.1% | +6.1% | +12.1% |
| YTD | -33.2% | +6.6% | -39.7% | -32.8% |
| 1Y | -41.8% | +3.9% | -45.7% | -41.2% |
| All | -41.8% | +5.6% | -47.4% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1y: compounded portfolio wealth divided by compounded APH 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…
1y analysis · Full analysis span regression · 6 months rolling