+500.0%
APP vs C
+93.5%
+406.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.4% | +9.5% |
| 7D | +71.2% | -2.4% | +73.6% | +72.5% |
| 30D | +39.1% | -6.0% | +45.1% | +43.8% |
| 3M | +16.5% | -10.5% | +27.1% | +24.8% |
| 6M | -16.6% | -5.7% | -10.8% | -14.5% |
| YTD | -41.9% | +4.1% | -46.1% | -44.9% |
| 1Y | -37.0% | +20.5% | -57.5% | -46.5% |
| 3Y | +892.4% | +208.1% | +684.3% | +325.8% |
| 5Y | +297.3% | +110.4% | +186.9% | +102.9% |
| All | +500.0% | +93.5% | +406.6% | +204.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling