-55.4%
APP vs FND
-10.3%
-45.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +10.9% | -0.2% | +8.3% |
| 7D | +4.5% | +12.3% | -7.8% | +2.1% |
| 30D | -3.6% | +14.7% | -18.4% | -6.3% |
| 3M | -35.3% | -12.0% | -23.2% | -34.3% |
| 6M | -42.8% | +10.8% | -53.6% | -43.1% |
| YTD | -59.7% | -12.3% | -47.4% | -59.2% |
| 1Y | -55.4% | -13.4% | -42.0% | -54.8% |
| All | -55.4% | -10.3% | -45.1% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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