+892.4%
APP vs CPB
-36.0%
+928.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.1% | +9.6% |
| 7D | +71.2% | +8.0% | +63.2% | +74.4% |
| 30D | +39.1% | +22.4% | +16.7% | +46.7% |
| 3M | +16.5% | +2.5% | +14.0% | +17.3% |
| 6M | -16.6% | +12.2% | -28.8% | -13.1% |
| YTD | -41.9% | -12.8% | -29.1% | -45.1% |
| 1Y | -37.0% | -19.2% | -17.9% | -42.1% |
| 3Y | +892.4% | -35.6% | +928.0% | +699.0% |
| All | +892.4% | -36.0% | +928.4% | +699.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling