+528.8%
APP vs JCI
+153.4%
+375.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.8% | 0.0% | +1.8% |
| 7D | +79.2% | -3.4% | +82.6% | +80.5% |
| 30D | +48.0% | -10.1% | +58.1% | +56.5% |
| 3M | +18.2% | -6.8% | +25.0% | +20.5% |
| 6M | -12.5% | +2.0% | -14.5% | -18.6% |
| YTD | -39.2% | +19.2% | -58.3% | -51.6% |
| 1Y | -33.9% | +16.7% | -50.6% | -46.3% |
| 3Y | +933.3% | +194.3% | +738.9% | +286.9% |
| 5Y | +295.9% | +103.0% | +192.8% | +79.2% |
| All | +528.8% | +153.4% | +375.4% | +166.6% |
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