-45.3%
APP vs BTG
+29.1%
-74.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.6% |
| 7D | -4.4% | +2.4% | -6.8% | -5.0% |
| 30D | -10.0% | +9.5% | -19.5% | -12.3% |
| 3M | -41.4% | +38.5% | -79.9% | -46.7% |
| 6M | -41.0% | +5.6% | -46.7% | -42.8% |
| YTD | -54.7% | +23.9% | -78.7% | -56.9% |
| 1Y | -45.3% | +32.1% | -77.5% | -39.4% |
| All | -45.3% | +29.1% | -74.4% | -39.4% |
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