-32.7%
APP vs ALLE
+14.3%
-47.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.8% |
| 7D | +10.6% | +1.6% | +9.0% | +10.7% |
| 30D | +44.6% | +24.1% | +20.5% | +45.7% |
| 3M | +29.6% | +14.8% | +14.8% | +29.8% |
| 6M | -19.8% | +45.9% | -65.6% | -16.8% |
| YTD | -41.6% | +20.7% | -62.3% | -37.0% |
| 1Y | -32.7% | +14.2% | -46.9% | -27.2% |
| All | -32.7% | +14.3% | -47.0% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling