+803.3%
APP vs LIN
+38.0%
+765.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -0.7% | +31.7% | +31.2% |
| 7D | +39.7% | +3.6% | +36.1% | +38.6% |
| 30D | +27.7% | +6.4% | +21.4% | +26.1% |
| 3M | -14.8% | +6.5% | -21.3% | -15.8% |
| 6M | -25.5% | +4.9% | -30.4% | -26.6% |
| YTD | -47.2% | +23.4% | -70.6% | -52.6% |
| 1Y | -42.3% | +26.3% | -68.6% | -49.1% |
| All | +803.3% | +38.0% | +765.4% | +624.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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