+506.6%
APP vs CPB
-42.0%
+548.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.4% | -3.8% |
| 7D | +61.1% | +2.9% | +58.2% | +61.9% |
| 30D | +42.8% | +17.6% | +25.2% | +48.0% |
| 3M | +16.7% | +2.0% | +14.6% | +17.4% |
| 6M | -15.6% | +11.6% | -27.2% | -12.8% |
| YTD | -41.3% | -13.8% | -27.5% | -43.4% |
| 1Y | -39.3% | -21.6% | -17.7% | -42.8% |
| 3Y | +803.2% | -35.8% | +839.0% | +701.1% |
| 5Y | +313.2% | -33.3% | +346.4% | +288.7% |
| All | +506.6% | -42.0% | +548.7% | +455.2% |
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