-37.1%
APP vs HD
-1.7%
-35.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.9% | +1.9% | +4.4% |
| 7D | +79.2% | +3.6% | +75.6% | +77.3% |
| 30D | +48.0% | +21.6% | +26.4% | +42.7% |
| 3M | +18.2% | +0.1% | +18.1% | +16.8% |
| 6M | -12.5% | +13.0% | -25.5% | -13.4% |
| YTD | -39.2% | +4.9% | -44.1% | -40.5% |
| All | -37.1% | -1.7% | -35.3% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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