+640.8%
APP vs AU
+624.5%
+16.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.5% | -2.4% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | -10.0% | +12.8% | -22.8% | -12.9% |
| 3M | -44.6% | +28.5% | -73.1% | -48.1% |
| 6M | -37.9% | +4.8% | -42.7% | -39.9% |
| YTD | -53.7% | +31.0% | -84.6% | -57.4% |
| 1Y | -43.0% | +81.4% | -124.4% | -51.4% |
| 3Y | +640.8% | +618.4% | +22.3% | +349.6% |
| All | +640.8% | +624.5% | +16.3% | +349.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling