+391.7%
APP vs DOW
-39.1%
+430.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.0% | +5.3% | +3.0% |
| 7D | +0.9% | -2.4% | +3.3% | +1.5% |
| 30D | -23.3% | +0.4% | -23.7% | -23.7% |
| 3M | -42.6% | -14.4% | -28.2% | -40.4% |
| 6M | -33.6% | -7.0% | -26.6% | -34.4% |
| YTD | -52.4% | +30.2% | -82.6% | -59.3% |
| 1Y | -35.9% | +29.2% | -65.1% | -45.7% |
| 3Y | +642.2% | -36.7% | +678.9% | +780.4% |
| 5Y | +311.1% | -37.7% | +348.8% | +383.9% |
| All | +391.7% | -39.1% | +430.7% | +470.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling