+887.9%
APP vs APTV
-48.7%
+936.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.0% |
| 7D | +4.6% | -1.7% | +6.3% | +5.4% |
| 30D | +56.0% | -11.6% | +67.6% | +63.1% |
| 3M | +30.8% | -21.2% | +52.0% | +43.9% |
| 6M | -9.8% | -28.5% | +18.7% | +0.9% |
| YTD | -39.3% | -49.1% | +9.8% | -18.7% |
| 1Y | -26.4% | -52.2% | +25.7% | +1.8% |
| 3Y | +887.9% | -48.6% | +936.6% | +1,087.3% |
| All | +887.9% | -48.7% | +936.7% | +1,087.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling