+506.6%
APP vs NDAQ
+125.5%
+381.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -4.9% |
| 7D | +61.1% | +2.9% | +58.2% | +55.9% |
| 30D | +42.8% | +17.5% | +25.3% | +19.7% |
| 3M | +16.7% | +15.4% | +1.2% | -1.1% |
| 6M | -15.6% | +24.6% | -40.2% | -35.1% |
| YTD | -41.3% | +14.4% | -55.7% | -51.1% |
| 1Y | -39.3% | +26.9% | -66.2% | -55.0% |
| 3Y | +803.2% | +119.8% | +683.4% | +256.8% |
| 5Y | +313.2% | +70.5% | +242.7% | +108.5% |
| All | +506.6% | +125.5% | +381.1% | +134.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling