+326.9%
APP vs FRSH
-72.0%
+399.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.9% | +2.3% | +0.2% |
| 7D | +0.1% | -10.1% | +10.2% | +6.1% |
| 30D | -10.0% | +2.2% | -12.2% | -11.9% |
| 3M | -44.6% | +28.6% | -73.2% | -53.2% |
| 6M | -37.9% | +40.2% | -78.1% | -50.5% |
| YTD | -53.7% | -1.2% | -52.5% | -55.5% |
| 1Y | -43.0% | -7.9% | -35.0% | -43.6% |
| 3Y | +640.8% | -44.7% | +685.5% | +829.9% |
| All | +326.9% | -72.0% | +399.0% | +477.7% |
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