+892.4%
APP vs ADI
+127.5%
+764.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.7% | +9.2% | +9.6% |
| 7D | +71.2% | -12.8% | +84.1% | +78.2% |
| 30D | +39.1% | -11.3% | +50.4% | +43.6% |
| 3M | +16.5% | -3.4% | +19.9% | +14.7% |
| 6M | -16.6% | -12.0% | -4.5% | -15.8% |
| YTD | -41.9% | +35.3% | -77.2% | -55.8% |
| 1Y | -37.0% | +58.1% | -95.1% | -56.8% |
| 3Y | +892.4% | +127.4% | +765.1% | +366.5% |
| All | +892.4% | +127.5% | +764.9% | +366.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling