-37.0%
APP vs FIG
-58.9%
+21.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.0% | +7.9% | +9.5% |
| 7D | +71.2% | -13.1% | +84.3% | +73.4% |
| 30D | +39.1% | -13.0% | +52.1% | +40.7% |
| 3M | +16.5% | -21.5% | +38.1% | +19.9% |
| 6M | -16.6% | -2.5% | -14.1% | -21.6% |
| YTD | -41.9% | -49.7% | +7.7% | -31.2% |
| 1Y | -37.0% | -59.1% | +22.1% | -14.4% |
| All | -37.0% | -58.9% | +21.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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