+316.8%
APP vs AMC
-96.4%
+413.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +7.3% | +3.4% | +9.9% |
| 7D | +4.5% | +17.7% | -13.2% | +2.9% |
| 30D | -3.6% | +26.2% | -29.8% | -5.8% |
| 3M | -35.3% | +31.3% | -66.6% | -37.1% |
| 6M | -42.8% | +142.8% | -185.5% | -48.9% |
| YTD | -59.7% | +125.6% | -185.3% | -64.0% |
| 1Y | -55.4% | +40.2% | -95.6% | -58.2% |
| 3Y | +592.0% | -67.2% | +659.2% | +610.2% |
| 5Y | +175.7% | -99.1% | +274.9% | +256.4% |
| All | +316.8% | -96.4% | +413.2% | +449.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling