+298.1%
APP vs AAL
-35.4%
+333.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.4% |
| 7D | +4.6% | -0.1% | +4.6% | +4.5% |
| 30D | +56.0% | +11.7% | +44.3% | +47.7% |
| 3M | +30.8% | -12.5% | +43.4% | +37.7% |
| 6M | -9.8% | +3.6% | -13.4% | -12.3% |
| YTD | -39.3% | -14.1% | -25.2% | -36.9% |
| 1Y | -26.4% | +0.8% | -27.2% | -29.0% |
| 3Y | +887.9% | +11.8% | +876.1% | +692.5% |
| All | +298.1% | -35.4% | +333.5% | +289.0% |
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