-8.1%
NOW vs APP
+485.7%
-493.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.8% | -4.0% | -0.3% |
| 7D | -3.1% | +79.2% | -82.2% | -16.4% |
| 30D | -27.0% | +48.0% | -75.0% | -34.2% |
| 3M | -17.7% | +18.2% | -35.9% | -22.2% |
| 6M | +12.7% | -12.5% | +25.2% | +13.0% |
| YTD | -32.9% | -39.2% | +6.2% | -28.8% |
| 1Y | -40.4% | -33.9% | -6.5% | -38.2% |
| 3Y | -17.1% | +933.3% | -950.4% | -63.2% |
| 5Y | -25.7% | +295.9% | -321.5% | -63.0% |
| All | -8.1% | +485.7% | -493.9% | -58.0% |
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