+261.6%
APP vs MSCI
+4.3%
+257.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.7% | +33.8% | +33.2% |
| 7D | +39.7% | +6.0% | +33.7% | +32.6% |
| 30D | +27.7% | +18.2% | +9.5% | +10.7% |
| 3M | -14.8% | +15.1% | -29.9% | -24.7% |
| 6M | -25.5% | +13.7% | -39.2% | -34.6% |
| YTD | -47.2% | +15.6% | -62.8% | -54.9% |
| 1Y | -42.3% | +16.3% | -58.6% | -51.3% |
| 3Y | +806.8% | +36.9% | +769.9% | +501.7% |
| 5Y | +261.6% | +6.3% | +255.3% | +186.0% |
| All | +261.6% | +4.3% | +257.3% | +186.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling