+252.4%
APP vs BBY
+1.1%
+251.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +1.8% |
| 7D | +48.9% | +3.7% | +45.2% | +45.7% |
| 30D | +49.4% | +20.9% | +28.5% | +34.7% |
| 3M | +27.0% | +27.6% | -0.6% | +10.6% |
| 6M | -15.4% | +86.9% | -102.3% | -40.1% |
| YTD | -39.9% | +63.3% | -103.3% | -55.3% |
| 1Y | -32.0% | +42.6% | -74.5% | -45.4% |
| 3Y | +824.3% | +89.8% | +734.6% | +432.1% |
| 5Y | +252.4% | -0.1% | +252.5% | +195.9% |
| All | +252.4% | +1.1% | +251.3% | +195.9% |
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