+313.2%
APP vs EXPE
+38.0%
+275.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.5% | -2.5% |
| 7D | +61.1% | -11.2% | +72.3% | +66.2% |
| 30D | +42.8% | -7.5% | +50.2% | +42.8% |
| 3M | +16.7% | -19.1% | +35.7% | +24.7% |
| 6M | -15.6% | +10.7% | -26.3% | -25.0% |
| YTD | -41.3% | -9.9% | -31.4% | -42.0% |
| 1Y | -39.3% | -4.6% | -34.7% | -42.1% |
| 3Y | +803.2% | +116.8% | +686.4% | +383.0% |
| 5Y | +313.2% | +38.6% | +274.6% | +154.1% |
| All | +313.2% | +38.0% | +275.1% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 5y: compounded portfolio wealth divided by compounded EXPE 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…
5y analysis · Full analysis span regression · 6 months rolling