+887.9%
APP vs AEM
+301.1%
+586.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.6% | -6.8% | +11.4% | +7.6% |
| 30D | +56.0% | +0.8% | +55.2% | +56.3% |
| 3M | +30.8% | -0.8% | +31.7% | +30.5% |
| 6M | -9.8% | -8.5% | -1.3% | -8.2% |
| YTD | -39.3% | +5.9% | -45.2% | -41.7% |
| 1Y | -26.4% | +6.6% | -33.0% | -29.5% |
| 3Y | +887.9% | +302.2% | +585.7% | +447.1% |
| All | +887.9% | +301.1% | +586.8% | +447.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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