-35.9%
APP vs ACWI
+23.6%
-59.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | +0.9% | +0.5% | +0.4% | 0.0% |
| 30D | -23.3% | +0.9% | -24.1% | -24.3% |
| 3M | -42.6% | +2.4% | -45.0% | -44.6% |
| 6M | -33.6% | +12.4% | -46.0% | -46.4% |
| YTD | -52.4% | +15.2% | -67.6% | -62.3% |
| 1Y | -35.9% | +22.7% | -58.6% | -54.7% |
| All | -35.9% | +23.6% | -59.5% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling