+887.9%
APP vs AA
+67.6%
+820.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.8% | +5.7% | +4.6% |
| 7D | +4.6% | +0.5% | +4.1% | +4.4% |
| 30D | +56.0% | -0.6% | +56.6% | +55.6% |
| 3M | +30.8% | -19.7% | +50.5% | +40.9% |
| 6M | -9.8% | -41.6% | +31.8% | +7.7% |
| YTD | -39.3% | -24.6% | -14.7% | -36.2% |
| 1Y | -26.4% | +4.9% | -31.3% | -33.4% |
| 3Y | +887.9% | +66.8% | +821.1% | +592.7% |
| All | +887.9% | +67.6% | +820.3% | +592.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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