+892.4%
APP vs EWJ
+56.7%
+835.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +71.2% | -5.0% | +76.2% | +76.8% |
| 30D | +39.1% | -10.2% | +49.3% | +53.6% |
| 3M | +16.5% | -7.2% | +23.8% | +23.5% |
| 6M | -16.6% | -3.2% | -13.3% | -16.8% |
| YTD | -41.9% | +9.9% | -51.8% | -51.7% |
| 1Y | -37.0% | +11.0% | -48.0% | -48.3% |
| 3Y | +892.4% | +57.3% | +835.1% | +380.8% |
| All | +892.4% | +56.7% | +835.7% | +380.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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