-35.9%
APP vs ADI
+50.9%
-86.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.0% |
| 7D | +0.9% | +0.4% | +0.4% | +0.8% |
| 30D | -23.3% | -3.8% | -19.5% | -22.8% |
| 3M | -42.6% | -15.3% | -27.4% | -41.8% |
| 6M | -33.6% | +6.7% | -40.3% | -37.7% |
| YTD | -52.4% | +34.8% | -87.2% | -57.7% |
| 1Y | -35.9% | +49.0% | -84.9% | -47.0% |
| All | -35.9% | +50.9% | -86.8% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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