-42.3%
APP vs ALLE
+14.6%
-56.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.9% | +33.9% | +30.6% |
| 7D | +39.7% | 0.0% | +39.7% | +39.4% |
| 30D | +27.7% | +20.6% | +7.2% | +28.5% |
| 3M | -14.8% | +11.4% | -26.2% | -14.8% |
| 6M | -25.5% | +42.5% | -68.1% | -22.6% |
| YTD | -47.2% | +18.9% | -66.0% | -43.0% |
| 1Y | -42.3% | +14.2% | -56.5% | -37.4% |
| All | -42.3% | +14.6% | -56.9% | -37.4% |
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