-8.6%
NOW vs APP
+484.4%
-493.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +0.7% |
| 7D | +0.3% | +4.6% | -4.3% | -0.7% |
| 30D | -27.0% | +56.0% | -83.0% | -34.9% |
| 3M | -19.6% | +30.8% | -50.5% | -25.7% |
| 6M | +17.5% | -9.8% | +27.3% | +17.0% |
| YTD | -33.3% | -39.3% | +6.0% | -29.1% |
| 1Y | -39.8% | -26.4% | -13.4% | -39.1% |
| 3Y | -19.9% | +887.9% | -907.8% | -63.9% |
| 5Y | -26.1% | +264.1% | -290.2% | -62.8% |
| All | -8.6% | +484.4% | -493.0% | -58.2% |
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