+653.5%
APP vs MSCI
+10.6%
+642.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | +0.9% | +0.4% | +0.5% | +0.6% |
| 30D | -23.3% | +0.6% | -23.8% | -23.5% |
| 3M | -42.6% | -7.1% | -35.6% | -41.1% |
| 6M | -33.6% | +0.8% | -34.4% | -34.5% |
| YTD | -52.4% | +1.0% | -53.4% | -53.3% |
| 1Y | -35.9% | +4.3% | -40.2% | -38.6% |
| All | +653.5% | +10.6% | +642.9% | +564.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling