-35.9%
APP vs EQT
+7.9%
-43.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.1% |
| 7D | +0.9% | +1.1% | -0.2% | +1.1% |
| 30D | -23.3% | +7.7% | -31.0% | -22.1% |
| 3M | -42.6% | +0.2% | -42.8% | -42.1% |
| 6M | -33.6% | -9.5% | -24.1% | -33.0% |
| YTD | -52.4% | +3.8% | -56.3% | -50.9% |
| 1Y | -35.9% | +7.8% | -43.6% | -28.9% |
| All | -35.9% | +7.9% | -43.7% | -28.9% |
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