+654.6%
APP vs BR
-1.3%
+655.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.4% | +5.6% | +3.9% |
| 7D | +0.9% | -5.3% | +6.2% | +3.5% |
| 30D | -23.3% | +6.4% | -29.7% | -26.0% |
| 3M | -42.6% | +13.6% | -56.3% | -47.0% |
| 6M | -33.6% | -6.7% | -26.9% | -31.4% |
| YTD | -52.4% | -21.1% | -31.3% | -45.1% |
| 1Y | -35.9% | -29.6% | -6.3% | -19.2% |
| All | +654.6% | -1.3% | +655.9% | +639.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling