-26.4%
APP vs BTG
+17.5%
-44.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.0% | +4.9% | +4.3% |
| 7D | +4.6% | -9.1% | +13.6% | +7.9% |
| 30D | +56.0% | -1.6% | +57.6% | +57.4% |
| 3M | +30.8% | -2.8% | +33.6% | +31.3% |
| 6M | -9.8% | -7.6% | -2.2% | -8.3% |
| YTD | -39.3% | +10.2% | -49.5% | -42.6% |
| 1Y | -26.4% | +21.3% | -47.7% | -34.3% |
| All | -26.4% | +17.5% | -44.0% | -34.3% |
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