-35.9%
APP vs HIG
+5.1%
-41.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +1.7% |
| 7D | +0.9% | +0.3% | +0.6% | +1.0% |
| 30D | -23.3% | -3.2% | -20.1% | -24.3% |
| 3M | -42.6% | +9.1% | -51.8% | -40.6% |
| 6M | -33.6% | -1.8% | -31.8% | -34.5% |
| YTD | -52.4% | +1.8% | -54.2% | -52.1% |
| 1Y | -35.9% | +4.6% | -40.5% | -33.0% |
| All | -35.9% | +5.1% | -41.0% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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