+333.0%
APP vs ABT
-6.8%
+339.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.4% |
| 7D | +0.9% | -3.7% | +4.6% | +2.4% |
| 30D | -23.3% | +2.5% | -25.8% | -24.3% |
| 3M | -42.6% | +20.2% | -62.8% | -47.6% |
| 6M | -33.6% | -2.9% | -30.7% | -32.7% |
| YTD | -52.4% | -11.9% | -40.5% | -49.5% |
| 1Y | -35.9% | -16.5% | -19.3% | -30.3% |
| 3Y | +642.2% | +12.1% | +630.1% | +498.5% |
| All | +333.0% | -6.8% | +339.8% | +340.8% |
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