+892.4%
APP vs B
+165.5%
+727.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.3% | +9.7% |
| 7D | +71.2% | +9.6% | +61.6% | +66.1% |
| 30D | +39.1% | +3.5% | +35.6% | +37.6% |
| 3M | +16.5% | -1.6% | +18.1% | +16.4% |
| 6M | -16.6% | -1.7% | -14.9% | -17.5% |
| YTD | -41.9% | -5.3% | -36.6% | -41.1% |
| 1Y | -37.0% | +27.2% | -64.3% | -41.2% |
| 3Y | +892.4% | +166.1% | +726.3% | +602.5% |
| All | +892.4% | +165.5% | +727.0% | +602.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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