+500.0%
APP vs FND
-51.8%
+551.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.3% | +10.1% |
| 7D | +71.2% | +7.7% | +63.5% | +64.4% |
| 30D | +39.1% | +11.9% | +27.2% | +31.0% |
| 3M | +16.5% | -14.6% | +31.1% | +24.1% |
| 6M | -16.6% | +0.5% | -17.0% | -19.2% |
| YTD | -41.9% | -15.8% | -26.1% | -40.4% |
| 1Y | -37.0% | -12.9% | -24.1% | -36.9% |
| 3Y | +892.4% | -34.2% | +926.6% | +851.4% |
| 5Y | +297.3% | -61.6% | +358.8% | +409.4% |
| All | +500.0% | -51.8% | +551.9% | +621.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling