+619.5%
APP vs MKSI
+191.6%
+427.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.7% |
| 7D | -4.4% | +6.6% | -11.0% | -7.3% |
| 30D | -10.0% | -8.2% | -1.8% | -7.0% |
| 3M | -41.4% | -16.4% | -25.0% | -39.1% |
| 6M | -41.0% | +23.0% | -64.0% | -52.0% |
| YTD | -54.7% | +68.2% | -122.9% | -69.4% |
| 1Y | -45.3% | +148.6% | -193.9% | -71.5% |
| All | +619.5% | +191.6% | +427.8% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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