+6.8%
NOW vs APTV
-67.9%
+74.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.0% | -4.0% |
| 7D | -2.4% | +4.8% | -7.2% | -4.0% |
| 30D | +20.5% | +2.0% | +18.5% | +19.5% |
| 3M | +18.3% | -34.2% | +52.6% | +35.2% |
| 6M | +24.1% | -34.7% | +58.7% | +40.4% |
| YTD | -7.8% | -37.0% | +29.2% | +5.0% |
| 1Y | -21.4% | -40.4% | +19.0% | -8.8% |
| 3Y | +19.5% | -54.1% | +73.6% | +49.0% |
| All | +6.8% | -67.9% | +74.7% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling