+500.0%
APP vs HPQ
+3.9%
+496.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.3% | +13.2% | +11.3% |
| 7D | +71.2% | -1.1% | +72.3% | +71.6% |
| 30D | +39.1% | -11.7% | +50.8% | +46.1% |
| 3M | +16.5% | +2.0% | +14.6% | +13.4% |
| 6M | -16.6% | +35.9% | -52.4% | -30.9% |
| YTD | -41.9% | +32.7% | -74.6% | -51.7% |
| 1Y | -37.0% | +14.3% | -51.3% | -43.5% |
| 3Y | +892.4% | +17.8% | +874.6% | +721.4% |
| 5Y | +297.3% | +7.6% | +289.7% | +266.4% |
| All | +500.0% | +3.9% | +496.1% | +460.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling