-42.3%
APP vs AS
0.0%
-42.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.3% | +33.3% | +32.0% |
| 7D | +39.7% | +7.1% | +32.6% | +35.0% |
| 30D | +27.7% | +12.8% | +14.9% | +20.4% |
| 3M | -14.8% | -14.7% | 0.0% | -8.5% |
| 6M | -25.5% | -9.9% | -15.6% | -22.7% |
| YTD | -47.2% | -16.1% | -31.0% | -41.9% |
| 1Y | -42.3% | +0.2% | -42.4% | -37.6% |
| All | -42.3% | 0.0% | -42.3% | -37.6% |
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