+803.3%
APP vs C
+204.2%
+599.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -5.0% | +36.1% | +34.7% |
| 7D | +39.7% | -5.3% | +45.0% | +44.3% |
| 30D | +27.7% | -7.3% | +35.1% | +33.6% |
| 3M | -14.8% | -13.5% | -1.3% | -5.7% |
| 6M | -25.5% | -6.5% | -19.0% | -23.4% |
| YTD | -47.2% | +3.6% | -50.8% | -50.0% |
| 1Y | -42.3% | +18.9% | -61.2% | -51.3% |
| All | +803.3% | +204.2% | +599.2% | +280.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling