-39.3%
APP vs NDAQ
+27.8%
-67.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -4.2% |
| 7D | +61.1% | +2.9% | +58.2% | +58.3% |
| 30D | +42.8% | +17.5% | +25.3% | +29.6% |
| 3M | +16.7% | +15.4% | +1.2% | +6.6% |
| 6M | -15.6% | +24.6% | -40.2% | -27.7% |
| YTD | -41.3% | +14.4% | -55.7% | -50.8% |
| 1Y | -39.3% | +26.9% | -66.2% | -53.7% |
| All | -39.3% | +27.8% | -67.1% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling