-29.2%
APP vs DVN
+34.0%
-63.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.8% | -5.6% | -1.0% |
| 7D | +10.6% | +7.8% | +2.7% | +16.0% |
| 30D | +44.6% | -7.9% | +52.5% | +41.2% |
| 3M | +29.6% | +3.7% | +25.9% | +35.4% |
| 6M | -19.8% | +0.2% | -20.0% | -14.9% |
| YTD | -41.6% | +28.6% | -70.2% | -25.9% |
| All | -29.2% | +34.0% | -63.2% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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