+887.9%
APP vs CRM
+4.4%
+883.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.9% |
| 7D | +4.6% | +2.0% | +2.6% | +3.6% |
| 30D | +56.0% | -7.7% | +63.7% | +61.5% |
| 3M | +30.8% | +8.4% | +22.5% | +21.9% |
| 6M | -9.8% | +31.9% | -41.7% | -26.1% |
| YTD | -39.3% | -17.2% | -22.1% | -34.9% |
| 1Y | -26.4% | -8.6% | -17.8% | -25.9% |
| 3Y | +887.9% | +3.1% | +884.8% | +988.0% |
| All | +887.9% | +4.4% | +883.5% | +988.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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