-55.4%
APP vs EXE
-18.4%
-36.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -2.9% | +13.6% | +9.9% |
| 7D | +4.5% | -4.7% | +9.2% | +3.3% |
| 30D | -3.6% | +1.0% | -4.6% | -3.3% |
| 3M | -35.3% | -5.6% | -29.6% | -36.0% |
| 6M | -42.8% | -12.3% | -30.5% | -44.3% |
| YTD | -59.7% | -19.5% | -40.2% | -61.4% |
| 1Y | -55.4% | -18.9% | -36.5% | -57.2% |
| All | -55.4% | -18.4% | -36.9% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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