+892.4%
APP vs ALL
+105.5%
+786.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.5% | +14.3% | +10.3% |
| 7D | +71.2% | -1.9% | +73.2% | +71.2% |
| 30D | +39.1% | +13.8% | +25.3% | +36.1% |
| 3M | +16.5% | -7.0% | +23.5% | +17.3% |
| 6M | -16.6% | +18.0% | -34.6% | -20.7% |
| YTD | -41.9% | +24.2% | -66.1% | -46.2% |
| 1Y | -37.0% | +31.2% | -68.2% | -43.4% |
| 3Y | +892.4% | +107.5% | +784.9% | +919.8% |
| All | +892.4% | +105.5% | +786.9% | +919.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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