+329.1%
APP vs BLK
+31.1%
+298.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -0.1% |
| 7D | -4.4% | -2.7% | -1.7% | -1.8% |
| 30D | -10.0% | -4.8% | -5.3% | -5.9% |
| 3M | -41.4% | +6.5% | -47.9% | -45.9% |
| 6M | -41.0% | +13.2% | -54.2% | -49.9% |
| YTD | -54.7% | +1.8% | -56.5% | -57.2% |
| 1Y | -45.3% | -1.0% | -44.4% | -47.3% |
| 3Y | +624.3% | +66.0% | +558.3% | +277.1% |
| 5Y | +329.1% | +31.2% | +297.9% | +215.5% |
| All | +329.1% | +31.1% | +298.0% | +215.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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