+500.0%
APP vs NDAQ
+119.6%
+380.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.6% |
| 7D | +71.2% | +0.8% | +70.4% | +68.6% |
| 30D | +39.1% | +16.5% | +22.6% | +17.4% |
| 3M | +16.5% | +13.5% | +3.1% | +0.3% |
| 6M | -16.6% | +20.9% | -37.5% | -34.0% |
| YTD | -41.9% | +11.4% | -53.3% | -50.3% |
| 1Y | -37.0% | +25.9% | -63.0% | -53.2% |
| 3Y | +892.4% | +119.9% | +772.6% | +290.1% |
| 5Y | +297.3% | +61.7% | +235.5% | +110.6% |
| All | +500.0% | +119.6% | +380.5% | +138.3% |
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