-37.1%
APP vs IVZ
+25.5%
-62.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +6.8% | -2.0% | +2.5% |
| 7D | +79.2% | +4.1% | +75.1% | +73.4% |
| 30D | +48.0% | -2.0% | +50.0% | +48.0% |
| 3M | +18.2% | -7.8% | +26.1% | +21.4% |
| 6M | -12.5% | +6.3% | -18.8% | -15.8% |
| YTD | -39.2% | +12.6% | -51.7% | -44.2% |
| All | -37.1% | +25.5% | -62.5% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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