-28.6%
NOW vs APTV
-43.0%
+14.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.6% | -0.4% | -4.5% |
| 7D | -6.1% | +2.0% | -8.0% | -6.2% |
| 30D | +7.5% | -7.7% | +15.2% | +8.3% |
| 3M | +17.5% | -34.0% | +51.5% | +22.5% |
| 6M | +7.9% | -37.1% | +45.0% | +13.3% |
| YTD | -12.4% | -39.9% | +27.5% | -7.8% |
| 1Y | -28.6% | -44.4% | +15.9% | -24.4% |
| All | -28.6% | -43.0% | +14.5% | -24.4% |
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