+892.4%
APP vs ALLE
+88.9%
+803.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.9% | +10.8% | +10.1% |
| 7D | +71.2% | -0.6% | +71.8% | +70.8% |
| 30D | +39.1% | +25.3% | +13.7% | +28.7% |
| 3M | +16.5% | +10.3% | +6.3% | +12.4% |
| 6M | -16.6% | +38.0% | -54.6% | -25.6% |
| YTD | -41.9% | +17.8% | -59.7% | -45.4% |
| 1Y | -37.0% | +13.6% | -50.6% | -39.7% |
| 3Y | +892.4% | +89.2% | +803.2% | +542.2% |
| All | +892.4% | +88.9% | +803.6% | +542.2% |
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 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