-40.6%
NOW vs APH
+7.8%
-48.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.1% | -4.5% | +0.3% |
| 7D | -3.0% | -5.9% | +2.9% | -3.9% |
| 30D | -26.0% | -14.8% | -11.2% | -27.9% |
| 3M | -13.1% | -12.4% | -0.7% | -14.6% |
| 6M | +14.5% | +8.1% | +6.4% | +15.9% |
| YTD | -33.4% | +10.9% | -44.4% | -32.6% |
| 1Y | -40.6% | +8.8% | -49.4% | -39.6% |
| All | -40.6% | +7.8% | -48.4% | -39.6% |
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