-35.9%
APP vs BR
-29.1%
-6.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +2.7% |
| 7D | +0.9% | -5.3% | +6.2% | +1.6% |
| 30D | -23.3% | +6.4% | -29.7% | -24.1% |
| 3M | -42.6% | +13.6% | -56.3% | -44.1% |
| 6M | -33.6% | -6.7% | -26.9% | -37.1% |
| YTD | -52.4% | -21.1% | -31.3% | -54.7% |
| 1Y | -35.9% | -29.6% | -6.3% | -30.7% |
| All | -35.9% | -29.1% | -6.8% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling