+528.8%
APP vs AAL
-37.5%
+566.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +7.4% | -2.6% | +1.8% |
| 7D | +79.2% | +8.3% | +70.9% | +72.7% |
| 30D | +48.0% | +11.0% | +37.0% | +41.2% |
| 3M | +18.2% | -11.2% | +29.4% | +23.3% |
| 6M | -12.5% | +6.1% | -18.6% | -15.5% |
| YTD | -39.2% | -7.6% | -31.5% | -38.7% |
| 1Y | -33.9% | +3.7% | -37.6% | -36.6% |
| 3Y | +933.3% | +20.5% | +912.8% | +732.5% |
| 5Y | +295.9% | -36.4% | +332.3% | +277.0% |
| All | +528.8% | -37.5% | +566.3% | +484.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 10y: compounded portfolio wealth divided by compounded AAL 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…
10y analysis · Full analysis span regression · 6 months rolling