+640.8%
APP vs HPQ
+19.9%
+620.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.5% | +1.8% | -1.1% |
| 7D | +0.1% | -0.5% | +0.6% | +0.3% |
| 30D | -10.0% | +3.7% | -13.8% | -11.3% |
| 3M | -44.6% | +24.3% | -69.0% | -48.8% |
| 6M | -37.9% | +64.8% | -102.6% | -49.8% |
| YTD | -53.7% | +43.9% | -97.6% | -60.2% |
| 1Y | -43.0% | +11.7% | -54.6% | -45.4% |
| 3Y | +640.8% | +19.7% | +621.1% | +469.9% |
| All | +640.8% | +19.9% | +620.9% | +469.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling