+527.5%
APP vs CPB
-41.6%
+569.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.1% | +0.8% | +4.5% |
| 7D | +4.6% | -1.6% | +6.1% | +4.2% |
| 30D | +56.0% | +19.2% | +36.8% | +62.2% |
| 3M | +30.8% | -1.0% | +31.8% | +30.7% |
| 6M | -9.8% | +15.2% | -25.0% | -6.1% |
| YTD | -39.3% | -13.1% | -26.2% | -41.4% |
| 1Y | -26.4% | -22.4% | -4.0% | -31.1% |
| 3Y | +887.9% | -35.3% | +923.2% | +777.4% |
| 5Y | +264.1% | -33.0% | +297.1% | +242.6% |
| All | +527.5% | -41.6% | +569.1% | +475.0% |
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