-10.0%
NOW vs APP
+462.4%
-472.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -1.4% |
| 7D | -1.7% | +10.6% | -12.2% | -3.9% |
| 30D | -27.4% | +44.6% | -72.0% | -34.2% |
| 3M | -19.4% | +29.6% | -49.0% | -25.3% |
| 6M | +13.1% | -19.8% | +32.9% | +15.6% |
| YTD | -34.3% | -41.6% | +7.3% | -29.6% |
| 1Y | -41.8% | -32.7% | -9.1% | -39.8% |
| 3Y | -20.7% | +799.0% | -819.7% | -63.4% |
| 5Y | -27.2% | +250.4% | -277.6% | -63.1% |
| All | -10.0% | +462.4% | -472.4% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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