+892.4%
APP vs BBWI
-28.0%
+920.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.3% | +13.1% | +10.3% |
| 7D | +71.2% | -6.2% | +77.4% | +72.1% |
| 30D | +39.1% | +19.9% | +19.1% | +34.2% |
| 3M | +16.5% | +7.1% | +9.4% | +14.1% |
| 6M | -16.6% | +13.7% | -30.2% | -19.2% |
| YTD | -41.9% | +9.6% | -51.5% | -44.0% |
| 1Y | -37.0% | -1.6% | -35.4% | -38.6% |
| 3Y | +892.4% | -25.9% | +918.3% | +891.6% |
| All | +892.4% | -28.0% | +920.5% | +891.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling