+803.2%
APP vs A
+68.9%
+734.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.3% | -3.1% |
| 7D | +61.1% | +1.4% | +59.7% | +60.0% |
| 30D | +42.8% | +4.3% | +38.5% | +40.6% |
| 3M | +16.7% | +19.8% | -3.1% | +9.3% |
| 6M | -15.6% | +54.4% | -70.0% | -28.4% |
| YTD | -41.3% | +31.7% | -73.0% | -47.3% |
| 1Y | -39.3% | +22.4% | -61.7% | -44.2% |
| 3Y | +803.2% | +67.7% | +735.5% | +630.3% |
| All | +803.2% | +68.9% | +734.3% | +630.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling