+528.8%
APP vs ABT
+0.5%
+528.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.5% | +4.3% | +4.6% |
| 7D | +79.2% | +0.3% | +78.8% | +78.4% |
| 30D | +48.0% | +11.6% | +36.4% | +40.9% |
| 3M | +18.2% | +3.1% | +15.1% | +16.0% |
| 6M | -12.5% | +32.8% | -45.3% | -24.4% |
| YTD | -39.2% | -9.6% | -29.5% | -36.4% |
| 1Y | -33.9% | -10.4% | -23.5% | -30.9% |
| 3Y | +933.3% | +25.8% | +907.4% | +662.6% |
| 5Y | +295.9% | -3.4% | +299.3% | +271.4% |
| All | +528.8% | +0.5% | +528.3% | +455.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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