-55.4%
APP vs JCI
+27.0%
-82.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -6.3% | +16.9% | +10.8% |
| 7D | +4.5% | -10.7% | +15.2% | +5.1% |
| 30D | -3.6% | -10.4% | +6.8% | -3.1% |
| 3M | -35.3% | -8.3% | -27.0% | -34.8% |
| 6M | -42.8% | -2.1% | -40.7% | -42.6% |
| YTD | -59.7% | +18.4% | -78.0% | -62.3% |
| 1Y | -55.4% | +27.7% | -83.0% | -59.9% |
| All | -55.4% | +27.0% | -82.4% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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