+521.8%
NOW vs APO
+847.3%
-325.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -5.6% | +0.2% | -5.7% | -5.6% |
| 30D | -26.8% | +3.1% | -29.9% | -28.6% |
| 3M | -19.4% | -12.0% | -7.4% | -15.7% |
| 6M | +12.3% | -5.0% | +17.3% | +12.5% |
| YTD | -32.9% | -14.0% | -18.9% | -30.4% |
| 1Y | -40.3% | -5.9% | -34.4% | -40.6% |
| 3Y | -19.1% | +51.6% | -70.6% | -37.4% |
| 5Y | -24.4% | +80.8% | -105.2% | -47.5% |
| 10Y | +521.8% | +839.9% | -318.1% | +97.6% |
| All | +521.8% | +847.3% | -325.5% | +97.6% |
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