-55.4%
APP vs BTG
+24.4%
-79.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.7% | +2.0% | +8.1% |
| 7D | +4.5% | -0.2% | +4.7% | +4.6% |
| 30D | -3.6% | -0.8% | -2.8% | -3.6% |
| 3M | -35.3% | +31.8% | -67.1% | -41.7% |
| 6M | -42.8% | +20.4% | -63.2% | -48.0% |
| YTD | -59.7% | +14.7% | -74.4% | -62.6% |
| 1Y | -55.4% | +29.4% | -84.7% | -61.0% |
| All | -55.4% | +24.4% | -79.7% | -61.0% |
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