-32.7%
APP vs HBM
+31.2%
-63.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.3% | -2.4% |
| 7D | +10.6% | +5.1% | +5.5% | +9.4% |
| 30D | +44.6% | -15.8% | +60.4% | +50.3% |
| 3M | +29.6% | -22.4% | +52.0% | +36.4% |
| 6M | -19.8% | -20.2% | +0.5% | -18.0% |
| YTD | -41.6% | +9.0% | -50.6% | -46.7% |
| 1Y | -32.7% | +27.4% | -60.0% | -43.4% |
| All | -32.7% | +31.2% | -63.9% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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