-55.4%
APP vs BA
-12.3%
-43.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.1% | +8.6% | +10.0% |
| 7D | +4.5% | +5.9% | -1.4% | +2.7% |
| 30D | -3.6% | -8.2% | +4.5% | -1.3% |
| 3M | -35.3% | -25.4% | -9.9% | -28.5% |
| 6M | -42.8% | -20.0% | -22.8% | -38.5% |
| YTD | -59.7% | -18.5% | -41.2% | -58.4% |
| 1Y | -55.4% | -10.6% | -44.7% | -55.5% |
| All | -55.4% | -12.3% | -43.1% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling