+333.0%
APP vs ACWI
+67.7%
+265.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | +0.9% | +0.5% | +0.4% | -0.4% |
| 30D | -23.3% | +0.9% | -24.1% | -24.7% |
| 3M | -42.6% | +2.4% | -45.0% | -45.7% |
| 6M | -33.6% | +12.4% | -46.0% | -50.2% |
| YTD | -52.4% | +15.2% | -67.6% | -65.8% |
| 1Y | -35.9% | +22.7% | -58.6% | -60.3% |
| 3Y | +642.2% | +75.8% | +566.4% | +116.8% |
| All | +333.0% | +67.7% | +265.3% | +59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling