-37.0%
APP vs C
+19.8%
-56.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.4% | +9.6% |
| 7D | +71.2% | -2.4% | +73.6% | +71.6% |
| 30D | +39.1% | -6.0% | +45.1% | +42.7% |
| 3M | +16.5% | -10.5% | +27.1% | +23.7% |
| 6M | -16.6% | -5.7% | -10.8% | -15.8% |
| YTD | -41.9% | +4.1% | -46.1% | -45.6% |
| 1Y | -37.0% | +20.5% | -57.5% | -50.2% |
| All | -37.0% | +19.8% | -56.8% | -50.2% |
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