+892.4%
APP vs CLBK
+44.9%
+847.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.0% | +8.9% | +9.7% |
| 7D | +71.2% | +0.6% | +70.6% | +70.9% |
| 30D | +39.1% | +2.9% | +36.2% | +38.2% |
| 3M | +16.5% | +3.0% | +13.6% | +15.4% |
| 6M | -16.6% | +27.3% | -43.8% | -21.7% |
| YTD | -41.9% | +58.0% | -99.9% | -48.9% |
| 1Y | -37.0% | +62.4% | -99.4% | -45.1% |
| 3Y | +892.4% | +46.9% | +845.5% | +748.8% |
| All | +892.4% | +44.9% | +847.6% | +748.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling