-37.0%
APP vs DOW
+44.3%
-81.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.8% | +11.7% | +9.3% |
| 7D | +71.2% | -9.5% | +80.7% | +67.2% |
| 30D | +39.1% | +13.1% | +26.0% | +43.0% |
| 3M | +16.5% | +4.8% | +11.7% | +18.1% |
| 6M | -16.6% | -16.7% | +0.1% | -16.0% |
| YTD | -41.9% | +38.9% | -80.8% | -32.9% |
| 1Y | -37.0% | +48.3% | -85.3% | -26.6% |
| All | -37.0% | +44.3% | -81.4% | -26.6% |
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