+506.6%
APP vs BIDU
-63.3%
+569.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -2.9% |
| 7D | +61.1% | +3.6% | +57.5% | +59.0% |
| 30D | +42.8% | -6.6% | +49.3% | +47.0% |
| 3M | +16.7% | -27.2% | +43.9% | +31.9% |
| 6M | -15.6% | -43.5% | +27.9% | +4.2% |
| YTD | -41.3% | -39.0% | -2.3% | -30.7% |
| 1Y | -39.3% | -39.8% | +0.5% | -28.2% |
| 3Y | +803.2% | -24.8% | +828.0% | +802.7% |
| 5Y | +313.2% | -50.7% | +363.8% | +386.7% |
| All | +506.6% | -63.3% | +569.9% | +618.4% |
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