+528.8%
APP vs CLBK
+39.5%
+489.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.2% | +2.6% | +4.4% |
| 7D | +79.2% | +1.8% | +77.4% | +78.5% |
| 30D | +48.0% | +5.1% | +42.9% | +46.4% |
| 3M | +18.2% | +5.2% | +13.0% | +16.6% |
| 6M | -12.5% | +28.6% | -41.1% | -17.6% |
| YTD | -39.2% | +61.4% | -100.6% | -45.9% |
| 1Y | -33.9% | +64.7% | -98.6% | -41.5% |
| 3Y | +933.3% | +55.1% | +878.1% | +802.0% |
| 5Y | +295.9% | +28.4% | +267.5% | +251.2% |
| All | +528.8% | +39.5% | +489.3% | +465.1% |
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