+506.6%
APP vs DIA
+69.3%
+437.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.0% |
| 7D | +61.1% | +0.9% | +60.2% | +55.8% |
| 30D | +42.8% | +1.1% | +41.7% | +37.8% |
| 3M | +16.7% | -2.9% | +19.5% | +21.5% |
| 6M | -15.6% | +5.9% | -21.5% | -25.0% |
| YTD | -41.3% | +9.8% | -51.1% | -51.3% |
| 1Y | -39.3% | +11.7% | -51.0% | -51.4% |
| 3Y | +803.2% | +59.5% | +743.7% | +276.2% |
| 5Y | +313.2% | +57.5% | +255.6% | +78.8% |
| All | +506.6% | +69.3% | +437.3% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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