+528.8%
APP vs ADI
+170.4%
+358.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.6% | -3.8% | -0.6% |
| 7D | +79.2% | -4.4% | +83.6% | +79.9% |
| 30D | +48.0% | -2.8% | +50.8% | +46.8% |
| 3M | +18.2% | +1.5% | +16.7% | +12.6% |
| 6M | -12.5% | -4.7% | -7.8% | -15.5% |
| YTD | -39.2% | +46.8% | -86.0% | -59.9% |
| 1Y | -33.9% | +74.9% | -108.8% | -62.4% |
| 3Y | +933.3% | +147.4% | +785.8% | +284.3% |
| 5Y | +295.9% | +131.9% | +164.0% | +52.1% |
| All | +528.8% | +170.4% | +358.4% | +118.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling