-35.9%
APP vs BTG
+38.4%
-74.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.6% |
| 7D | +0.9% | -0.9% | +1.8% | +1.0% |
| 30D | -23.3% | +36.8% | -60.1% | -29.9% |
| 3M | -42.6% | +23.1% | -65.7% | -46.2% |
| 6M | -33.6% | +3.5% | -37.1% | -35.1% |
| YTD | -52.4% | +25.5% | -77.9% | -55.0% |
| 1Y | -35.9% | +40.1% | -76.0% | -41.1% |
| All | -35.9% | +38.4% | -74.3% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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