-35.9%
APP vs JCI
+37.7%
-73.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +2.0% |
| 7D | +0.9% | +3.8% | -3.0% | +0.5% |
| 30D | -23.3% | -5.7% | -17.6% | -22.8% |
| 3M | -42.6% | -1.4% | -41.2% | -42.6% |
| 6M | -33.6% | +4.1% | -37.7% | -34.7% |
| YTD | -52.4% | +21.7% | -74.2% | -56.4% |
| 1Y | -35.9% | +36.1% | -72.0% | -45.7% |
| All | -35.9% | +37.7% | -73.6% | -45.7% |
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