-55.4%
APP vs BBWI
+2.4%
-57.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.1% | +6.6% | +10.2% |
| 7D | +4.5% | +8.8% | -4.2% | +3.4% |
| 30D | -3.6% | +34.8% | -38.4% | -7.2% |
| 3M | -35.3% | +12.9% | -48.2% | -36.5% |
| 6M | -42.8% | +29.6% | -72.4% | -44.7% |
| YTD | -59.7% | +20.8% | -80.4% | -60.6% |
| 1Y | -55.4% | +4.1% | -59.4% | -55.5% |
| All | -55.4% | +2.4% | -57.7% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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