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  • APP vs CAT✓SelectedUSD · CATAPP vs CAT performance historyLatest closeAs of+2.23%09/04
Stock and ETF performance explorer

APP vs CAT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+653.5%
CAT return
+196.5%
Excess return
+457.1%
Maximum drawdown
-59.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioCATExcessAlpha
1D+2.2%+1.7%+0.5%+1.4%
7D+0.9%+1.7%-0.8%+0.1%
30D-23.3%-6.6%-16.7%-20.8%
3M-42.6%-13.3%-29.3%-39.9%
6M-33.6%+11.6%-45.2%-41.3%
YTD-52.4%+42.9%-95.4%-64.1%
1Y-35.9%+95.4%-131.3%-61.2%
All+653.5%+196.5%+457.1%+208.1%

Cumulative growth

Daily Returns

Daily percentage return beside CAT.

Daily Out/Under-Performance

Portfolio return minus CAT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CAT 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 CAT 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