+1,972.6%
NOW vs APTV
+99.5%
+1,873.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +0.8% |
| 7D | -3.0% | -10.2% | +7.2% | +0.5% |
| 30D | -26.0% | -10.8% | -15.2% | -23.3% |
| 3M | -13.1% | -14.8% | +1.7% | -8.6% |
| 6M | +14.5% | -30.6% | +45.1% | +26.6% |
| YTD | -33.4% | -48.2% | +14.7% | -19.1% |
| 1Y | -40.6% | -52.0% | +11.3% | -25.9% |
| 3Y | -16.3% | -47.0% | +30.7% | -4.4% |
| 5Y | -26.3% | -77.5% | +51.1% | +13.5% |
| 10Y | +512.7% | -27.0% | +539.7% | +397.3% |
| All | +1,972.6% | +99.5% | +1,873.1% | +1,124.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling