-39.3%
APP vs EFX
-8.7%
-30.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.5% | -3.5% |
| 7D | +61.1% | +0.3% | +60.8% | +61.0% |
| 30D | +42.8% | +29.1% | +13.6% | +28.3% |
| 3M | +16.7% | +4.3% | +12.4% | +13.5% |
| 6M | -15.6% | +7.7% | -23.3% | -19.8% |
| YTD | -41.3% | -12.5% | -28.8% | -39.1% |
| 1Y | -39.3% | -8.8% | -30.4% | -34.1% |
| All | -39.3% | -8.7% | -30.6% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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