-24.4%
NOW vs APP
+290.3%
-314.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.8% | +2.6% |
| 7D | -5.6% | +48.9% | -54.5% | -15.3% |
| 30D | -26.8% | +49.4% | -76.2% | -34.4% |
| 3M | -19.4% | +27.0% | -46.4% | -25.2% |
| 6M | +12.3% | -15.4% | +27.7% | +13.5% |
| YTD | -32.9% | -39.9% | +7.0% | -28.3% |
| 1Y | -40.3% | -32.0% | -8.3% | -38.4% |
| 3Y | -19.1% | +824.3% | -843.4% | -65.6% |
| 5Y | -24.4% | +252.4% | -276.8% | -50.6% |
| All | -24.4% | +290.3% | -314.7% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling