+887.9%
APP vs FTI
+212.2%
+675.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.1% | +1.9% | +3.1% |
| 7D | +4.6% | +4.3% | +0.3% | +3.0% |
| 30D | +56.0% | -4.7% | +60.7% | +57.7% |
| 3M | +30.8% | -13.5% | +44.4% | +37.6% |
| 6M | -9.8% | -8.7% | -1.1% | -9.3% |
| YTD | -39.3% | +49.0% | -88.3% | -55.3% |
| 1Y | -26.4% | +54.0% | -80.5% | -47.2% |
| 3Y | +887.9% | +211.6% | +676.3% | +327.6% |
| All | +887.9% | +212.2% | +675.7% | +327.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 3y: compounded portfolio wealth divided by compounded FTI 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…
3y analysis · Full analysis span regression · 6 months rolling