-55.4%
APP vs DOW
+50.2%
-105.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.2% | +13.9% | +9.9% |
| 7D | +4.5% | -4.2% | +8.7% | +3.6% |
| 30D | -3.6% | +14.7% | -18.3% | -0.5% |
| 3M | -35.3% | +9.1% | -44.3% | -33.6% |
| 6M | -42.8% | -17.7% | -25.1% | -42.1% |
| YTD | -59.7% | +44.6% | -104.3% | -52.9% |
| 1Y | -55.4% | +51.9% | -107.3% | -47.8% |
| All | -55.4% | +50.2% | -105.6% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling