-55.4%
APP vs EQT
-3.4%
-51.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.2% | +13.9% | +10.0% |
| 7D | +4.5% | -6.6% | +11.1% | +3.3% |
| 30D | -3.6% | +2.7% | -6.4% | -3.1% |
| 3M | -35.3% | -0.2% | -35.1% | -35.1% |
| 6M | -42.8% | -10.6% | -32.2% | -42.8% |
| YTD | -59.7% | -1.2% | -58.5% | -58.6% |
| 1Y | -55.4% | -4.9% | -50.5% | -54.0% |
| All | -55.4% | -3.4% | -51.9% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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