+503.8%
APP vs CLBK
+38.5%
+465.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.5% |
| 7D | +10.6% | +2.5% | +8.1% | +10.1% |
| 30D | +44.6% | +3.7% | +40.9% | +43.4% |
| 3M | +29.6% | -3.3% | +32.9% | +30.2% |
| 6M | -19.8% | +29.6% | -49.4% | -24.6% |
| YTD | -41.6% | +60.3% | -101.8% | -48.0% |
| 1Y | -32.7% | +63.4% | -96.1% | -40.4% |
| 3Y | +799.0% | +53.8% | +745.2% | +686.1% |
| 5Y | +250.4% | +29.0% | +221.4% | +211.7% |
| All | +503.8% | +38.5% | +465.3% | +443.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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