+1,980.5%
NOW vs APH
+2,294.1%
-313.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.3% | +3.4% | -1.0% |
| 7D | -6.7% | -12.7% | +6.1% | +0.1% |
| 30D | -25.8% | -19.2% | -6.6% | -17.9% |
| 3M | -12.7% | -16.7% | +4.0% | -6.2% |
| 6M | +11.2% | +5.1% | +6.1% | +0.4% |
| YTD | -33.2% | +6.6% | -39.7% | -44.1% |
| 1Y | -41.8% | +3.9% | -45.7% | -51.0% |
| 3Y | -15.7% | +246.0% | -261.7% | -72.7% |
| 5Y | -26.0% | +268.0% | -294.0% | -76.8% |
| 10Y | +515.1% | +868.2% | -353.2% | -4.4% |
| All | +1,980.5% | +2,294.1% | -313.6% | +132.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling