-39.3%
APP vs COST
+16.7%
-56.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +61.1% | +4.6% | +56.5% | +64.0% |
| 30D | +42.8% | +12.8% | +30.0% | +51.7% |
| 3M | +16.7% | +12.1% | +4.6% | +23.2% |
| 6M | -15.6% | +6.0% | -21.6% | -12.4% |
| YTD | -41.3% | +24.4% | -65.7% | -38.5% |
| 1Y | -39.3% | +17.1% | -56.4% | -36.3% |
| All | -39.3% | +16.7% | -56.0% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling