-32.0%
APP vs C
+24.7%
-56.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.8% | +1.5% |
| 7D | +48.9% | -0.4% | +49.4% | +48.2% |
| 30D | +49.4% | -5.3% | +54.8% | +54.0% |
| 3M | +27.0% | -8.0% | +35.0% | +33.2% |
| 6M | -15.4% | -0.3% | -15.1% | -17.7% |
| YTD | -39.9% | +8.6% | -48.6% | -44.8% |
| 1Y | -32.0% | +25.8% | -57.8% | -44.5% |
| All | -32.0% | +24.7% | -56.7% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling