-37.1%
APP vs BTSG
+106.9%
-143.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.0% | +1.8% | +4.1% |
| 7D | +79.2% | +4.4% | +74.8% | +76.1% |
| 30D | +48.0% | +8.5% | +39.5% | +43.4% |
| 3M | +18.2% | +10.8% | +7.5% | +13.0% |
| 6M | -12.5% | +26.1% | -38.6% | -24.8% |
| YTD | -39.2% | +84.6% | -123.8% | -59.5% |
| All | -37.1% | +106.9% | -143.9% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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