+887.9%
APP vs EQT
+39.3%
+848.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.1% | +3.7% |
| 7D | +4.6% | +6.9% | -2.3% | +2.4% |
| 30D | +56.0% | +0.4% | +55.6% | +54.6% |
| 3M | +30.8% | -2.0% | +32.9% | +30.7% |
| 6M | -9.8% | -5.0% | -4.8% | -9.6% |
| YTD | -39.3% | -0.3% | -39.0% | -41.3% |
| 1Y | -26.4% | -11.3% | -15.1% | -24.7% |
| 3Y | +887.9% | +38.3% | +849.6% | +658.7% |
| All | +887.9% | +39.3% | +848.6% | +658.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling