+653.5%
APP vs BA
-4.9%
+658.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.8% |
| 7D | +0.9% | +1.2% | -0.3% | +0.3% |
| 30D | -23.3% | -11.6% | -11.6% | -18.1% |
| 3M | -42.6% | -2.4% | -40.3% | -41.7% |
| 6M | -33.6% | -6.6% | -27.0% | -31.9% |
| YTD | -52.4% | -2.2% | -50.2% | -52.8% |
| 1Y | -35.9% | -8.0% | -27.9% | -34.5% |
| All | +653.5% | -4.9% | +658.4% | +483.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling