+382.3%
APP vs CNC
+4.4%
+377.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +2.8% |
| 7D | +0.3% | -3.9% | +4.1% | +0.8% |
| 30D | -1.3% | +0.8% | -2.1% | -1.5% |
| 3M | -36.2% | +0.1% | -36.3% | -36.2% |
| 6M | -34.1% | +79.7% | -113.8% | -38.8% |
| YTD | -53.3% | +58.9% | -112.3% | -55.9% |
| 1Y | -44.5% | +109.1% | -153.7% | -49.5% |
| 3Y | +646.7% | 0.0% | +646.7% | +622.1% |
| 5Y | +306.4% | +9.5% | +296.9% | +297.0% |
| All | +382.3% | +4.4% | +377.9% | +395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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