+378.5%
APP vs BIDU
-57.3%
+435.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.0% | +4.3% | 0.0% |
| 7D | +0.1% | -2.4% | +2.5% | +1.0% |
| 30D | -10.0% | -15.6% | +5.6% | -4.3% |
| 3M | -44.6% | -22.3% | -22.4% | -39.1% |
| 6M | -37.9% | -22.3% | -15.6% | -32.9% |
| YTD | -53.7% | -29.2% | -24.5% | -48.6% |
| 1Y | -43.0% | -14.8% | -28.1% | -42.6% |
| 3Y | +640.8% | -31.8% | +672.5% | +678.4% |
| 5Y | +358.8% | -43.1% | +401.9% | +405.1% |
| All | +378.5% | -57.3% | +435.9% | +432.8% |
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