-43.0%
APP vs EWZ
+36.2%
-79.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.6% | -3.8% |
| 7D | +0.1% | +5.6% | -5.5% | -3.1% |
| 30D | -10.0% | +9.3% | -19.3% | -14.6% |
| 3M | -44.6% | +15.7% | -60.3% | -49.1% |
| 6M | -37.9% | +7.4% | -45.3% | -41.1% |
| YTD | -53.7% | +22.7% | -76.4% | -55.9% |
| 1Y | -43.0% | +36.4% | -79.4% | -51.9% |
| All | -43.0% | +36.2% | -79.2% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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