+358.8%
APP vs BBY
+0.9%
+357.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.6% | -2.1% |
| 7D | +0.1% | +8.1% | -8.0% | -4.0% |
| 30D | -10.0% | +8.9% | -19.0% | -14.5% |
| 3M | -44.6% | +22.0% | -66.7% | -50.4% |
| 6M | -37.9% | +37.8% | -75.7% | -48.5% |
| YTD | -53.7% | +37.3% | -91.0% | -62.1% |
| 1Y | -43.0% | +21.6% | -64.5% | -50.3% |
| 3Y | +640.8% | +41.5% | +599.3% | +418.5% |
| 5Y | +358.8% | +1.2% | +357.6% | +311.4% |
| All | +358.8% | +0.9% | +357.9% | +311.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling