-26.4%
APP vs MSCI
+16.3%
-42.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +3.5% |
| 7D | +4.6% | +3.0% | +1.6% | +3.6% |
| 30D | +56.0% | +17.8% | +38.2% | +45.2% |
| 3M | +30.8% | +15.2% | +15.7% | +22.7% |
| 6M | -9.8% | +16.5% | -26.3% | -16.8% |
| YTD | -39.3% | +16.4% | -55.7% | -43.0% |
| 1Y | -26.4% | +16.8% | -43.3% | -30.3% |
| All | -26.4% | +16.3% | -42.7% | -30.3% |
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