+298.1%
APP vs ABT
-6.9%
+305.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +3.5% |
| 7D | +4.6% | -1.3% | +5.9% | +5.1% |
| 30D | +56.0% | +6.0% | +50.0% | +51.8% |
| 3M | +30.8% | -1.9% | +32.7% | +31.0% |
| 6M | -9.8% | +31.2% | -41.0% | -21.6% |
| YTD | -39.3% | -11.2% | -28.1% | -36.0% |
| 1Y | -26.4% | -14.0% | -12.5% | -21.4% |
| 3Y | +887.9% | +20.7% | +867.3% | +633.6% |
| All | +298.1% | -6.9% | +305.0% | +294.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling