+306.4%
APP vs EQT
+192.3%
+114.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | +0.3% | -1.2% | +1.5% | +0.6% |
| 30D | -1.3% | +1.1% | -2.4% | -1.6% |
| 3M | -36.2% | +4.8% | -41.0% | -37.4% |
| 6M | -34.1% | -10.6% | -23.5% | -32.5% |
| YTD | -53.3% | +3.4% | -56.8% | -54.5% |
| 1Y | -44.5% | +8.7% | -53.2% | -47.3% |
| 3Y | +646.7% | +35.0% | +611.7% | +563.5% |
| 5Y | +306.4% | +204.2% | +102.2% | +200.1% |
| All | +306.4% | +192.3% | +114.1% | +200.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling