-37.1%
APP vs ALK
-4.9%
-32.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +7.1% | -2.3% | +2.6% |
| 7D | +79.2% | +8.9% | +70.3% | +73.6% |
| 30D | +48.0% | +5.9% | +42.0% | +44.6% |
| 3M | +18.2% | -16.5% | +34.8% | +24.3% |
| 6M | -12.5% | +2.1% | -14.6% | -13.1% |
| YTD | -39.2% | -17.1% | -22.1% | -34.4% |
| All | -37.1% | -4.9% | -32.1% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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