-55.4%
APP vs AS
+3.3%
-58.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.1% | +5.6% | +8.3% |
| 7D | +4.5% | +13.8% | -9.2% | -1.5% |
| 30D | -3.6% | +16.7% | -20.3% | -10.2% |
| 3M | -35.3% | -11.5% | -23.7% | -31.4% |
| 6M | -42.8% | -5.5% | -37.3% | -41.9% |
| YTD | -59.7% | -14.2% | -45.5% | -56.0% |
| 1Y | -55.4% | +2.1% | -57.4% | -52.5% |
| All | -55.4% | +3.3% | -58.7% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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