+892.4%
APP vs JCI
+174.6%
+717.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.7% | +7.1% | +8.5% |
| 7D | +71.2% | -9.4% | +80.6% | +78.2% |
| 30D | +39.1% | -13.4% | +52.5% | +48.6% |
| 3M | +16.5% | -12.4% | +28.9% | +22.7% |
| 6M | -16.6% | -5.1% | -11.4% | -18.5% |
| YTD | -41.9% | +13.7% | -55.7% | -52.5% |
| 1Y | -37.0% | +11.4% | -48.5% | -47.4% |
| 3Y | +892.4% | +175.9% | +716.6% | +251.0% |
| All | +892.4% | +174.6% | +717.8% | +251.0% |
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