-26.4%
APP vs AMC
+33.2%
-59.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.7% | +6.6% | +4.1% |
| 7D | +4.6% | +3.5% | +1.1% | +4.4% |
| 30D | +56.0% | +12.5% | +43.6% | +53.5% |
| 3M | +30.8% | +23.6% | +7.3% | +27.6% |
| 6M | -9.8% | +144.4% | -154.2% | -18.9% |
| YTD | -39.3% | +108.3% | -147.6% | -48.1% |
| 1Y | -26.4% | +38.9% | -65.3% | -32.8% |
| All | -26.4% | +33.2% | -59.6% | -32.8% |
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