+446.2%
APP vs BA
-32.0%
+478.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.5% | +33.6% | +32.3% |
| 7D | +39.7% | -0.1% | +39.8% | +39.3% |
| 30D | +27.7% | -9.1% | +36.9% | +33.1% |
| 3M | -14.8% | -28.2% | +13.4% | +0.7% |
| 6M | -25.5% | -23.1% | -2.4% | -15.9% |
| YTD | -47.2% | -20.6% | -26.6% | -42.2% |
| 1Y | -42.3% | -12.7% | -29.6% | -40.3% |
| 3Y | +806.8% | -11.6% | +818.4% | +780.0% |
| 5Y | +261.6% | -23.1% | +284.8% | +243.0% |
| All | +446.2% | -32.0% | +478.1% | +389.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling