-25.8%
NOW vs APH
+309.1%
-334.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.7% |
| 7D | -8.7% | -5.0% | -3.7% | -7.2% |
| 30D | -29.3% | -8.4% | -20.9% | -27.4% |
| 3M | -21.8% | -4.5% | -17.3% | -21.9% |
| 6M | +9.2% | +25.3% | -16.0% | -7.5% |
| YTD | -35.0% | +18.9% | -53.9% | -47.4% |
| 1Y | -42.5% | +11.9% | -54.4% | -51.8% |
| 3Y | -21.5% | +278.0% | -299.5% | -80.5% |
| 5Y | -25.8% | +306.4% | -332.2% | -83.2% |
| All | -25.8% | +309.1% | -334.9% | -83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling