+333.0%
APP vs AAL
-32.2%
+365.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +1.7% |
| 7D | +0.9% | -3.7% | +4.6% | +2.5% |
| 30D | -23.3% | -20.8% | -2.5% | -15.3% |
| 3M | -42.6% | -1.3% | -41.4% | -42.5% |
| 6M | -33.6% | +5.4% | -39.0% | -36.1% |
| YTD | -52.4% | -14.4% | -38.1% | -50.3% |
| 1Y | -35.9% | +2.1% | -38.0% | -38.5% |
| 3Y | +642.2% | -10.6% | +652.8% | +583.9% |
| All | +333.0% | -32.2% | +365.1% | +318.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling