-37.0%
APP vs MSCI
+14.2%
-51.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.3% | +12.1% | +10.5% |
| 7D | +71.2% | +2.8% | +68.4% | +68.2% |
| 30D | +39.1% | +15.4% | +23.7% | +30.4% |
| 3M | +16.5% | +13.4% | +3.1% | +9.8% |
| 6M | -16.6% | +10.9% | -27.5% | -21.5% |
| YTD | -41.9% | +13.0% | -54.9% | -44.8% |
| 1Y | -37.0% | +12.0% | -49.1% | -43.1% |
| All | -37.0% | +14.2% | -51.2% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling