-32.7%
APP vs APA
+101.2%
-133.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.7% | -2.1% |
| 7D | +10.6% | +9.6% | +0.9% | +13.6% |
| 30D | +44.6% | -0.2% | +44.8% | +45.6% |
| 3M | +29.6% | +19.8% | +9.8% | +36.4% |
| 6M | -19.8% | +30.1% | -49.8% | -12.3% |
| YTD | -41.6% | +100.4% | -142.0% | -35.1% |
| 1Y | -32.7% | +105.2% | -137.9% | -25.7% |
| All | -32.7% | +101.2% | -133.8% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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