+313.2%
APP vs CNP
+76.5%
+236.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.7% |
| 7D | +61.1% | -3.0% | +64.1% | +61.9% |
| 30D | +42.8% | +6.8% | +35.9% | +39.8% |
| 3M | +16.7% | +3.6% | +13.0% | +15.1% |
| 6M | -15.6% | 0.0% | -15.6% | -16.5% |
| YTD | -41.3% | +9.4% | -50.7% | -44.3% |
| 1Y | -39.3% | +6.8% | -46.1% | -41.9% |
| 3Y | +803.2% | +64.2% | +739.0% | +596.0% |
| 5Y | +313.2% | +76.0% | +237.1% | +229.6% |
| All | +313.2% | +76.5% | +236.7% | +229.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 5y: compounded portfolio wealth divided by compounded CNP 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…
5y analysis · Full analysis span regression · 6 months rolling