+378.5%
APP vs JCI
+161.4%
+217.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.4% |
| 7D | +0.1% | +5.1% | -5.0% | -3.5% |
| 30D | -10.0% | -3.8% | -6.2% | -7.8% |
| 3M | -44.6% | +1.9% | -46.5% | -46.4% |
| 6M | -37.9% | +11.2% | -49.1% | -45.1% |
| YTD | -53.7% | +22.9% | -76.6% | -63.0% |
| 1Y | -43.0% | +37.4% | -80.3% | -58.8% |
| 3Y | +640.8% | +167.8% | +472.9% | +208.5% |
| 5Y | +358.8% | +115.0% | +243.8% | +103.7% |
| All | +378.5% | +161.4% | +217.1% | +103.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling