-35.9%
APP vs HPQ
+19.5%
-55.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +1.8% |
| 7D | +0.9% | +6.9% | -6.1% | -0.4% |
| 30D | -23.3% | +14.4% | -37.7% | -25.2% |
| 3M | -42.6% | +25.6% | -68.3% | -44.9% |
| 6M | -33.6% | +75.0% | -108.6% | -42.0% |
| YTD | -52.4% | +50.7% | -103.1% | -56.1% |
| 1Y | -35.9% | +18.7% | -54.5% | -34.7% |
| All | -35.9% | +19.5% | -55.4% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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