+520.8%
APP vs AU
+395.2%
+125.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.0% | +4.3% | +2.8% |
| 7D | +48.9% | +4.7% | +44.3% | +47.6% |
| 30D | +49.4% | -1.5% | +51.0% | +50.1% |
| 3M | +27.0% | -5.0% | +32.0% | +27.7% |
| 6M | -15.4% | -13.5% | -1.9% | -13.9% |
| YTD | -39.9% | +11.7% | -51.7% | -42.8% |
| 1Y | -32.0% | +21.3% | -53.3% | -36.4% |
| 3Y | +824.3% | +545.0% | +279.4% | +477.0% |
| 5Y | +252.4% | +412.0% | -159.5% | +111.1% |
| All | +520.8% | +395.2% | +125.6% | +286.1% |
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