+503.8%
APP vs AU
+371.6%
+132.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.8% | +2.0% | -1.6% |
| 7D | +10.6% | -1.1% | +11.6% | +10.9% |
| 30D | +44.6% | -4.4% | +49.0% | +46.3% |
| 3M | +29.6% | -10.0% | +39.6% | +31.9% |
| 6M | -19.8% | -14.5% | -5.3% | -18.0% |
| YTD | -41.6% | +6.4% | -48.0% | -43.7% |
| 1Y | -32.7% | +7.7% | -40.4% | -35.4% |
| 3Y | +799.0% | +514.1% | +284.9% | +467.6% |
| 5Y | +250.4% | +386.5% | -136.2% | +112.4% |
| All | +503.8% | +371.6% | +132.2% | +279.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling