+500.0%
APP vs AMC
-96.8%
+596.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.9% | +7.9% | +9.7% |
| 7D | +71.2% | +2.6% | +68.6% | +70.1% |
| 30D | +39.1% | +9.0% | +30.1% | +37.4% |
| 3M | +16.5% | +22.2% | -5.6% | +13.5% |
| 6M | -16.6% | +91.5% | -108.0% | -23.9% |
| YTD | -41.9% | +101.3% | -143.2% | -47.7% |
| 1Y | -37.0% | +20.8% | -57.8% | -40.4% |
| 3Y | +892.4% | -71.3% | +963.8% | +928.7% |
| 5Y | +297.3% | -99.2% | +396.5% | +417.4% |
| All | +500.0% | -96.8% | +596.9% | +697.1% |
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