+358.8%
APP vs BR
+9.8%
+349.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -0.7% |
| 7D | +0.1% | -5.9% | +6.0% | +4.9% |
| 30D | -10.0% | +1.9% | -11.9% | -11.9% |
| 3M | -44.6% | +14.7% | -59.3% | -51.6% |
| 6M | -37.9% | -12.8% | -25.1% | -31.2% |
| YTD | -53.7% | -23.0% | -30.7% | -43.1% |
| 1Y | -43.0% | -31.7% | -11.3% | -21.6% |
| 3Y | +640.8% | -4.8% | +645.5% | +600.0% |
| 5Y | +358.8% | +7.8% | +351.0% | +221.2% |
| All | +358.8% | +9.8% | +349.0% | +221.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling