+803.3%
APP vs MSCI
+36.7%
+766.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.7% | +33.8% | +32.2% |
| 7D | +39.7% | +6.0% | +33.7% | +35.6% |
| 30D | +27.7% | +18.2% | +9.5% | +17.7% |
| 3M | -14.8% | +15.1% | -29.9% | -20.6% |
| 6M | -25.5% | +13.7% | -39.2% | -30.7% |
| YTD | -47.2% | +15.6% | -62.8% | -51.4% |
| 1Y | -42.3% | +16.3% | -58.6% | -47.2% |
| All | +803.3% | +36.7% | +766.6% | +592.2% |
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