+527.5%
APP vs BIDU
-64.0%
+591.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.3% | +3.7% |
| 7D | +4.6% | -4.6% | +9.1% | +6.5% |
| 30D | +56.0% | -4.5% | +60.6% | +59.3% |
| 3M | +30.8% | -25.4% | +56.2% | +46.4% |
| 6M | -9.8% | -48.1% | +38.3% | +15.6% |
| YTD | -39.3% | -40.2% | +0.9% | -27.7% |
| 1Y | -26.4% | -35.2% | +8.8% | -15.6% |
| 3Y | +887.9% | -27.1% | +915.0% | +901.3% |
| 5Y | +264.1% | -54.2% | +318.3% | +342.8% |
| All | +527.5% | -64.0% | +591.4% | +649.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling