+790.0%
NOW vs APO
+948.0%
-158.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.4% | -3.6% | -4.4% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | +7.5% | +3.9% | +3.6% | +5.6% |
| 3M | +17.5% | +3.8% | +13.8% | +14.6% |
| 6M | +7.9% | +22.3% | -14.3% | -2.3% |
| YTD | -12.4% | -7.8% | -4.6% | -10.7% |
| 1Y | -28.6% | -0.3% | -28.2% | -30.3% |
| 3Y | +11.8% | +57.1% | -45.3% | -13.9% |
| 5Y | +2.6% | +137.0% | -134.3% | -35.1% |
| 10Y | +790.0% | +946.8% | -156.9% | +200.9% |
| All | +790.0% | +948.0% | -158.0% | +200.9% |
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