+2,771.1%
NOW vs APH
+1,195.6%
+1,575.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -47.8% | +43.2% | +17.8% |
| 7D | +2.0% | -48.7% | +50.7% | +27.1% |
| 30D | +20.5% | -51.9% | +72.4% | +54.5% |
| 3M | +18.3% | -43.6% | +61.9% | +34.5% |
| 6M | +24.1% | -37.5% | +61.6% | +28.5% |
| YTD | -7.8% | -38.6% | +30.9% | -7.9% |
| 1Y | -21.4% | -26.3% | +4.9% | -32.8% |
| 3Y | +19.5% | +89.2% | -69.7% | -51.9% |
| 5Y | +4.1% | +119.8% | -115.7% | -62.0% |
| 10Y | +826.4% | +454.3% | +372.2% | +73.4% |
| All | +2,771.1% | +1,195.6% | +1,575.5% | +298.9% |
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