-55.4%
APP vs NDAQ
+28.8%
-84.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.1% | +9.3% |
| 7D | +4.5% | +3.9% | +0.6% | +2.3% |
| 30D | -3.6% | +19.0% | -22.6% | -13.0% |
| 3M | -35.3% | +17.6% | -52.8% | -41.4% |
| 6M | -42.8% | +21.0% | -63.8% | -49.7% |
| YTD | -59.7% | +14.1% | -73.8% | -65.9% |
| 1Y | -55.4% | +29.4% | -84.8% | -66.0% |
| All | -55.4% | +28.8% | -84.2% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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