+506.3%
NOW vs APTV
-25.9%
+532.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -8.7% | -4.3% | -4.5% | -7.5% |
| 30D | -29.3% | -9.7% | -19.6% | -27.2% |
| 3M | -21.8% | -20.6% | -1.3% | -16.5% |
| 6M | +9.2% | -31.7% | +41.0% | +20.1% |
| YTD | -35.0% | -48.0% | +13.0% | -22.7% |
| 1Y | -42.5% | -52.1% | +9.6% | -29.8% |
| 3Y | -21.5% | -47.9% | +26.3% | -11.0% |
| 5Y | -25.8% | -76.9% | +51.2% | +6.9% |
| 10Y | +506.3% | -26.7% | +533.1% | +510.0% |
| All | +506.3% | -25.9% | +532.3% | +510.0% |
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