-16.0%
NOW vs APH
+244.7%
-260.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.3% | +3.4% | -4.4% |
| 7D | -6.7% | -12.7% | +6.1% | -4.6% |
| 30D | -25.8% | -19.2% | -6.6% | -23.3% |
| 3M | -12.7% | -16.7% | +4.0% | -10.5% |
| 6M | +11.2% | +5.1% | +6.1% | +6.2% |
| YTD | -33.2% | +6.6% | -39.7% | -39.4% |
| 1Y | -41.8% | +3.9% | -45.7% | -46.8% |
| All | -16.0% | +244.7% | -260.7% | -65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling