+850.7%
APP vs ALNY
-3.3%
+854.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -2.4% |
| 7D | +10.6% | 0.0% | +10.6% | +10.6% |
| 30D | +44.6% | -30.0% | +74.6% | +52.2% |
| 3M | +29.6% | -30.1% | +59.7% | +36.4% |
| 6M | -19.8% | -46.4% | +26.6% | -13.1% |
| YTD | -41.6% | -60.6% | +19.0% | -33.9% |
| 1Y | -32.7% | -65.4% | +32.7% | -22.6% |
| All | +850.7% | -3.3% | +854.0% | +1,006.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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