+250.4%
APP vs FRSH
-67.0%
+317.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.6% | -5.5% |
| 7D | +10.6% | -0.2% | +10.8% | +10.1% |
| 30D | +44.6% | -8.8% | +53.4% | +49.8% |
| 3M | +29.6% | +8.8% | +20.8% | +19.3% |
| 6M | -19.8% | +49.1% | -68.8% | -40.1% |
| YTD | -41.6% | +3.4% | -45.0% | -46.7% |
| 1Y | -32.7% | +8.8% | -41.5% | -40.8% |
| 3Y | +799.0% | -27.4% | +826.4% | +844.1% |
| 5Y | +250.4% | -66.4% | +316.8% | +353.0% |
| All | +250.4% | -67.0% | +317.4% | +353.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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