+506.6%
APP vs AU
+405.2%
+101.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.6% | +2.0% | -2.2% |
| 7D | +61.1% | +15.3% | +45.8% | +56.3% |
| 30D | +42.8% | -0.3% | +43.1% | +43.0% |
| 3M | +16.7% | -2.9% | +19.6% | +16.7% |
| 6M | -15.6% | -10.7% | -4.9% | -14.7% |
| YTD | -41.3% | +14.0% | -55.3% | -44.4% |
| 1Y | -39.3% | +32.5% | -71.8% | -44.4% |
| 3Y | +803.2% | +557.9% | +245.3% | +461.3% |
| 5Y | +313.2% | +441.0% | -127.9% | +144.0% |
| All | +506.6% | +405.2% | +101.4% | +275.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling