+446.2%
APP vs BUD
+36.3%
+409.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | +1.8% | +29.2% | +30.6% |
| 7D | +39.7% | +7.1% | +32.6% | +37.4% |
| 30D | +27.7% | +12.7% | +15.1% | +24.0% |
| 3M | -14.8% | 0.0% | -14.8% | -14.8% |
| 6M | -25.5% | +7.6% | -33.1% | -27.1% |
| YTD | -47.2% | +35.0% | -82.2% | -52.3% |
| 1Y | -42.3% | +37.6% | -79.8% | -48.3% |
| 3Y | +806.8% | +51.5% | +755.3% | +648.3% |
| 5Y | +261.6% | +50.2% | +211.4% | +186.5% |
| All | +446.2% | +36.3% | +409.9% | +332.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 all: compounded portfolio wealth divided by compounded BUD 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…
all analysis · Full analysis span regression · 6 months rolling