+378.5%
APP vs EQX
+43.9%
+334.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.3% | -2.3% |
| 7D | +0.1% | +3.8% | -3.7% | -1.0% |
| 30D | -10.0% | +9.4% | -19.4% | -12.6% |
| 3M | -44.6% | +16.8% | -61.5% | -47.4% |
| 6M | -37.9% | -23.7% | -14.2% | -34.6% |
| YTD | -53.7% | -9.6% | -44.1% | -53.6% |
| 1Y | -43.0% | +29.1% | -72.1% | -48.1% |
| 3Y | +640.8% | +175.3% | +465.4% | +430.7% |
| 5Y | +358.8% | +77.3% | +281.6% | +241.6% |
| All | +378.5% | +43.9% | +334.6% | +280.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling