+527.5%
APP vs NDAQ
+122.3%
+405.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.1% |
| 7D | +4.6% | +1.3% | +3.3% | +3.3% |
| 30D | +56.0% | +18.0% | +38.1% | +30.2% |
| 3M | +30.8% | +11.5% | +19.3% | +14.8% |
| 6M | -9.8% | +21.1% | -30.9% | -28.5% |
| YTD | -39.3% | +12.8% | -52.1% | -48.7% |
| 1Y | -26.4% | +25.7% | -52.1% | -45.1% |
| 3Y | +887.9% | +116.8% | +771.1% | +295.5% |
| 5Y | +264.1% | +67.3% | +196.8% | +87.2% |
| All | +527.5% | +122.3% | +405.1% | +146.1% |
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