-26.3%
APP vs CRCL
+34.8%
-61.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | -1.8% |
| 7D | -4.4% | +4.9% | -9.3% | -5.1% |
| 30D | -10.0% | +38.7% | -48.7% | -14.2% |
| 3M | -41.4% | +14.7% | -56.1% | -43.1% |
| 6M | -41.0% | -16.9% | -24.2% | -41.5% |
| YTD | -54.7% | +17.3% | -72.0% | -57.6% |
| 1Y | -45.3% | -21.2% | -24.2% | -48.2% |
| All | -26.3% | +34.8% | -61.1% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 5y: compounded portfolio wealth divided by compounded CRCL 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…
5y analysis · Full analysis span regression · 6 months rolling