+521.8%
NOW vs APTV
-26.5%
+548.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.3% |
| 7D | -5.6% | -8.9% | +3.3% | -2.8% |
| 30D | -26.8% | -9.5% | -17.3% | -24.7% |
| 3M | -19.4% | -20.6% | +1.1% | -13.9% |
| 6M | +12.3% | -28.9% | +41.2% | +21.9% |
| YTD | -32.9% | -48.2% | +15.3% | -20.2% |
| 1Y | -40.3% | -51.7% | +11.4% | -27.3% |
| 3Y | -19.1% | -48.1% | +29.0% | -8.1% |
| 5Y | -24.4% | -76.7% | +52.3% | +8.6% |
| 10Y | +521.8% | -25.6% | +547.4% | +521.0% |
| All | +521.8% | -26.5% | +548.3% | +521.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling