+382.3%
APP vs CNI
+14.9%
+367.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.6% | +3.4% |
| 7D | +0.3% | -1.1% | +1.4% | +0.9% |
| 30D | -1.3% | -3.5% | +2.2% | +0.6% |
| 3M | -36.2% | +2.2% | -38.4% | -37.4% |
| 6M | -34.1% | +15.1% | -49.2% | -40.1% |
| YTD | -53.3% | +24.7% | -78.0% | -59.9% |
| 1Y | -44.5% | +33.4% | -77.9% | -54.6% |
| 3Y | +646.7% | +19.5% | +627.1% | +540.8% |
| 5Y | +306.4% | +12.6% | +293.9% | +280.1% |
| All | +382.3% | +14.9% | +367.4% | +353.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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