+391.7%
APP vs BA
-16.3%
+407.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -17.7% |
| 3M | -42.6% | -2.4% | -40.3% | -41.8% |
| 6M | -33.6% | -6.6% | -27.0% | -31.8% |
| YTD | -52.4% | -2.2% | -50.2% | -52.7% |
| 1Y | -35.9% | -8.0% | -27.9% | -34.6% |
| 3Y | +642.2% | -5.0% | +647.2% | +605.0% |
| 5Y | +311.1% | -2.7% | +313.8% | +253.5% |
| All | +391.7% | -16.3% | +407.9% | +299.6% |
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