+446.2%
APP vs BB
-8.0%
+454.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -4.5% | +35.5% | +32.7% |
| 7D | +39.7% | -8.9% | +48.6% | +44.5% |
| 30D | +27.7% | -12.6% | +40.4% | +33.1% |
| 3M | -14.8% | -4.1% | -10.6% | -15.3% |
| 6M | -25.5% | +49.5% | -75.0% | -40.3% |
| YTD | -47.2% | +120.8% | -168.0% | -64.2% |
| 1Y | -42.3% | +76.2% | -118.5% | -57.4% |
| 3Y | +806.8% | +123.8% | +683.0% | +449.8% |
| 5Y | +261.6% | -24.3% | +285.9% | +198.8% |
| All | +446.2% | -8.0% | +454.2% | +292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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