+306.4%
APP vs EQX
+73.3%
+233.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.1% | +8.1% | +4.4% |
| 7D | +0.3% | -7.0% | +7.3% | +2.2% |
| 30D | -1.3% | +4.8% | -6.2% | -3.1% |
| 3M | -36.2% | +25.6% | -61.8% | -40.8% |
| 6M | -34.1% | -25.8% | -8.3% | -30.2% |
| YTD | -53.3% | -12.7% | -40.6% | -52.8% |
| 1Y | -44.5% | +14.1% | -58.6% | -48.0% |
| 3Y | +646.7% | +165.7% | +480.9% | +436.9% |
| 5Y | +306.4% | +81.2% | +225.2% | +220.6% |
| All | +306.4% | +73.3% | +233.1% | +220.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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