-39.3%
APP vs AMC
+43.0%
-82.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.6% |
| 7D | +61.1% | +5.5% | +55.6% | +59.7% |
| 30D | +42.8% | +16.1% | +26.7% | +40.2% |
| 3M | +16.7% | +43.0% | -26.3% | +12.6% |
| 6M | -15.6% | +130.7% | -146.3% | -23.8% |
| YTD | -41.3% | +121.8% | -163.1% | -50.4% |
| 1Y | -39.3% | +40.7% | -79.9% | -43.3% |
| All | -39.3% | +43.0% | -82.3% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling