+528.8%
APP vs ALLE
+57.6%
+471.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.8% | +2.0% | +3.2% |
| 7D | +79.2% | -0.6% | +79.8% | +79.0% |
| 30D | +48.0% | +26.6% | +21.4% | +26.5% |
| 3M | +18.2% | +13.2% | +5.0% | +8.2% |
| 6M | -12.5% | +42.9% | -55.4% | -32.2% |
| YTD | -39.2% | +21.0% | -60.2% | -48.2% |
| 1Y | -33.9% | +15.2% | -49.0% | -41.6% |
| 3Y | +933.3% | +95.6% | +837.7% | +455.2% |
| 5Y | +295.9% | +53.4% | +242.4% | +133.4% |
| All | +528.8% | +57.6% | +471.2% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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