+887.9%
APP vs COP
+34.5%
+853.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.6% | +2.3% | +3.9% |
| 7D | +4.6% | +4.4% | +0.2% | +4.6% |
| 30D | +56.0% | 0.0% | +56.1% | +55.9% |
| 3M | +30.8% | +15.0% | +15.8% | +29.4% |
| 6M | -9.8% | +22.0% | -31.8% | -11.4% |
| YTD | -39.3% | +55.3% | -94.6% | -45.0% |
| 1Y | -26.4% | +64.1% | -90.6% | -35.0% |
| 3Y | +887.9% | +34.1% | +853.9% | +807.5% |
| All | +887.9% | +34.5% | +853.4% | +807.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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