+635.9%
APP vs EQT
+34.6%
+601.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | -10.0% | +6.6% | -16.7% | -12.2% |
| 3M | -44.6% | +4.4% | -49.0% | -45.8% |
| 6M | -37.9% | -10.5% | -27.4% | -35.6% |
| YTD | -53.7% | +3.7% | -57.4% | -55.4% |
| 1Y | -43.0% | +9.9% | -52.8% | -47.6% |
| All | +635.9% | +34.6% | +601.3% | +491.4% |
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