+391.7%
APP vs BUD
+28.6%
+363.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.1% | +2.2% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | -23.3% | -5.7% | -17.6% | -22.2% |
| 3M | -42.6% | +3.1% | -45.8% | -43.2% |
| 6M | -33.6% | +7.9% | -41.5% | -35.3% |
| YTD | -52.4% | +27.3% | -79.8% | -56.4% |
| 1Y | -35.9% | +37.8% | -73.7% | -42.9% |
| 3Y | +642.2% | +49.8% | +592.4% | +503.5% |
| 5Y | +311.1% | +43.8% | +267.2% | +230.1% |
| All | +391.7% | +28.6% | +363.1% | +295.2% |
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