+6.8%
NOW vs APP
+313.3%
-306.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -3.5% |
| 7D | -2.4% | +0.9% | -3.3% | -2.7% |
| 30D | +20.5% | -23.3% | +43.8% | +27.3% |
| 3M | +18.3% | -42.6% | +61.0% | +33.3% |
| 6M | +24.1% | -33.6% | +57.7% | +34.8% |
| YTD | -7.8% | -52.4% | +44.6% | +5.7% |
| 1Y | -21.4% | -35.9% | +14.5% | -17.4% |
| 3Y | +19.5% | +642.2% | -622.7% | -44.6% |
| All | +6.8% | +313.3% | -306.4% | -43.7% |
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