+527.5%
APP vs JCI
+149.5%
+377.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.3% | +6.2% | +5.3% |
| 7D | +4.6% | +3.2% | +1.4% | +2.5% |
| 30D | +56.0% | -8.6% | +64.6% | +62.7% |
| 3M | +30.8% | -7.7% | +38.6% | +34.3% |
| 6M | -9.8% | -2.6% | -7.2% | -13.1% |
| YTD | -39.3% | +17.4% | -56.6% | -51.3% |
| 1Y | -26.4% | +16.9% | -43.4% | -40.7% |
| 3Y | +887.9% | +186.7% | +701.2% | +276.0% |
| 5Y | +264.1% | +95.4% | +168.7% | +67.6% |
| All | +527.5% | +149.5% | +377.9% | +168.4% |
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