-2.7%
NOW vs APP
+288.2%
-290.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.7% | -11.0% | -2.8% |
| 7D | -27.5% | +4.5% | -32.1% | -28.3% |
| 30D | -20.0% | -3.6% | -16.4% | -19.5% |
| 3M | -7.9% | -35.3% | +27.4% | +0.7% |
| 6M | +18.3% | -42.8% | +61.1% | +32.4% |
| YTD | -29.0% | -59.7% | +30.7% | -16.1% |
| 1Y | -38.7% | -55.4% | +16.7% | -29.6% |
| 3Y | -10.3% | +592.0% | -602.3% | -55.9% |
| 5Y | -22.5% | +175.7% | -198.2% | -57.3% |
| All | -2.7% | +288.2% | -290.9% | -50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling