+503.8%
APP vs NDAQ
+122.7%
+381.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -1.8% |
| 7D | +10.6% | +1.7% | +8.8% | +8.8% |
| 30D | +44.6% | +16.2% | +28.4% | +22.6% |
| 3M | +29.6% | +14.0% | +15.6% | +11.2% |
| 6M | -19.8% | +22.3% | -42.0% | -37.1% |
| YTD | -41.6% | +13.0% | -54.6% | -50.7% |
| 1Y | -32.7% | +24.0% | -56.7% | -48.9% |
| 3Y | +799.0% | +117.1% | +681.9% | +259.5% |
| 5Y | +250.4% | +67.5% | +182.8% | +79.9% |
| All | +503.8% | +122.7% | +381.1% | +136.4% |
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