+2,771.1%
NOW vs APO
+2,401.2%
+369.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.7% |
| 7D | -2.4% | -1.0% | -1.4% | -1.9% |
| 30D | +20.5% | +3.5% | +17.0% | +18.6% |
| 3M | +18.3% | +4.5% | +13.8% | +15.0% |
| 6M | +24.1% | +22.8% | +1.3% | +12.2% |
| YTD | -7.8% | -6.5% | -1.3% | -6.7% |
| 1Y | -21.4% | +0.8% | -22.2% | -23.7% |
| 3Y | +19.5% | +62.0% | -42.4% | -8.9% |
| 5Y | +4.1% | +138.2% | -134.2% | -33.9% |
| 10Y | +826.4% | +940.3% | -113.9% | +189.0% |
| All | +2,771.1% | +2,401.2% | +369.9% | +589.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling