+514.0%
NOW vs APO
+837.1%
-323.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +0.8% |
| 7D | +0.3% | +5.8% | -5.5% | -2.2% |
| 30D | -27.0% | +8.9% | -35.8% | -30.4% |
| 3M | -19.6% | -13.6% | -6.0% | -15.2% |
| 6M | +17.5% | -5.4% | +22.8% | +17.9% |
| YTD | -33.3% | -13.6% | -19.6% | -30.8% |
| 1Y | -39.8% | -2.5% | -37.3% | -41.1% |
| 3Y | -19.9% | +50.9% | -70.8% | -37.9% |
| 5Y | -26.1% | +81.4% | -107.4% | -48.7% |
| All | +514.0% | +837.1% | -323.1% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling