-38.7%
NOW vs AWK
+20.7%
-59.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | +0.1% |
| 7D | -27.5% | +7.0% | -34.6% | -26.4% |
| 30D | -20.0% | +17.0% | -37.1% | -17.9% |
| 3M | -7.9% | +12.4% | -20.3% | -5.7% |
| 6M | +18.3% | +19.6% | -1.3% | +25.1% |
| YTD | -29.0% | +17.0% | -46.0% | -25.9% |
| 1Y | -38.7% | +20.0% | -58.7% | -36.6% |
| All | -38.7% | +20.7% | -59.4% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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