+653.5%
APP vs ALLE
+42.6%
+611.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.9% |
| 7D | +0.9% | -0.2% | +1.1% | +1.0% |
| 30D | -23.3% | -6.8% | -16.5% | -21.4% |
| 3M | -42.6% | +21.0% | -63.7% | -46.7% |
| 6M | -33.6% | +1.1% | -34.7% | -33.6% |
| YTD | -52.4% | -0.5% | -51.9% | -52.6% |
| 1Y | -35.9% | -7.3% | -28.6% | -33.8% |
| All | +653.5% | +42.6% | +611.0% | +428.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling