+653.5%
APP vs JCI
+155.6%
+498.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +1.0% |
| 7D | +0.9% | +3.8% | -3.0% | -1.6% |
| 30D | -23.3% | -5.7% | -17.6% | -20.7% |
| 3M | -42.6% | -1.4% | -41.2% | -43.0% |
| 6M | -33.6% | +4.1% | -37.7% | -37.9% |
| YTD | -52.4% | +21.7% | -74.2% | -61.6% |
| 1Y | -35.9% | +36.1% | -72.0% | -53.4% |
| All | +653.5% | +155.6% | +498.0% | +203.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling