+528.8%
APP vs CPB
-41.4%
+570.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.2% | +6.0% | +4.6% |
| 7D | +79.2% | +3.3% | +75.9% | +80.2% |
| 30D | +48.0% | +19.0% | +29.0% | +53.8% |
| 3M | +18.2% | +0.4% | +17.8% | +18.5% |
| 6M | -12.5% | +13.0% | -25.5% | -9.4% |
| YTD | -39.2% | -12.7% | -26.4% | -41.2% |
| 1Y | -33.9% | -20.9% | -13.0% | -37.6% |
| 3Y | +933.3% | -35.4% | +968.7% | +818.2% |
| 5Y | +295.9% | -32.3% | +328.1% | +273.5% |
| All | +528.8% | -41.4% | +570.2% | +477.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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