+528.8%
APP vs NDAQ
+122.4%
+406.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +3.6% |
| 7D | +79.2% | -0.1% | +79.3% | +78.3% |
| 30D | +48.0% | +15.9% | +32.1% | +25.9% |
| 3M | +18.2% | +15.1% | +3.1% | +0.4% |
| 6M | -12.5% | +22.9% | -35.4% | -31.8% |
| YTD | -39.2% | +12.8% | -52.0% | -48.5% |
| 1Y | -33.9% | +26.0% | -59.9% | -50.7% |
| 3Y | +933.3% | +119.7% | +813.6% | +307.9% |
| 5Y | +295.9% | +65.4% | +230.5% | +105.7% |
| All | +528.8% | +122.4% | +406.5% | +146.7% |
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