-38.7%
NOW vs APTV
-46.4%
+7.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | -0.7% |
| 7D | -27.5% | -1.9% | -25.7% | -27.5% |
| 30D | -20.0% | -1.4% | -18.6% | -20.0% |
| 3M | -7.9% | -9.3% | +1.4% | -7.3% |
| 6M | +18.3% | -27.3% | +45.6% | +20.1% |
| YTD | -29.0% | -43.1% | +14.2% | -25.3% |
| 1Y | -38.7% | -46.5% | +7.8% | -34.2% |
| All | -38.7% | -46.4% | +7.7% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling