+446.2%
APP vs AMC
-96.9%
+543.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -12.5% | +43.5% | +32.2% |
| 7D | +39.7% | 0.0% | +39.7% | +39.2% |
| 30D | +27.7% | +4.4% | +23.3% | +26.7% |
| 3M | -14.8% | +15.4% | -30.1% | -16.5% |
| 6M | -25.5% | +93.7% | -119.2% | -32.2% |
| YTD | -47.2% | +97.4% | -144.6% | -52.3% |
| 1Y | -42.3% | +23.2% | -65.5% | -45.5% |
| 3Y | +806.8% | -71.3% | +878.1% | +839.1% |
| 5Y | +261.6% | -99.3% | +360.9% | +371.8% |
| All | +446.2% | -96.9% | +543.0% | +626.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling