-37.1%
APP vs HBM
+36.9%
-74.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +9.0% | -4.2% | +2.8% |
| 7D | +79.2% | +5.0% | +74.1% | +76.2% |
| 30D | +48.0% | -12.7% | +60.7% | +52.7% |
| 3M | +18.2% | -17.4% | +35.7% | +22.6% |
| 6M | -12.5% | -8.9% | -3.6% | -14.2% |
| YTD | -39.2% | +14.9% | -54.1% | -45.8% |
| All | -37.1% | +36.9% | -74.0% | -49.2% |
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