-26.4%
APP vs EW
+25.9%
-52.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +3.2% |
| 7D | +4.6% | +4.9% | -0.3% | +2.0% |
| 30D | +56.0% | +23.9% | +32.1% | +43.2% |
| 3M | +30.8% | +15.8% | +15.1% | +22.5% |
| 6M | -9.8% | +31.7% | -41.4% | -19.2% |
| YTD | -39.3% | +25.7% | -65.0% | -44.3% |
| 1Y | -26.4% | +24.4% | -50.9% | -32.2% |
| All | -26.4% | +25.9% | -52.4% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling