+933.3%
APP vs FDX
+70.4%
+862.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.5% | +1.3% | +4.2% |
| 7D | +79.2% | +0.2% | +79.0% | +78.6% |
| 30D | +48.0% | +9.3% | +38.7% | +44.9% |
| 3M | +18.2% | +0.5% | +17.7% | +17.6% |
| 6M | -12.5% | +5.3% | -17.8% | -14.0% |
| YTD | -39.2% | +38.6% | -77.7% | -45.1% |
| 1Y | -33.9% | +53.5% | -87.4% | -42.3% |
| 3Y | +933.3% | +74.2% | +859.0% | +618.0% |
| All | +933.3% | +70.4% | +862.8% | +618.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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