+892.4%
APP vs NDAQ
+122.6%
+769.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.7% |
| 7D | +71.2% | +0.8% | +70.4% | +69.1% |
| 30D | +39.1% | +16.5% | +22.6% | +21.3% |
| 3M | +16.5% | +13.5% | +3.1% | +3.3% |
| 6M | -16.6% | +20.9% | -37.5% | -31.0% |
| YTD | -41.9% | +11.4% | -53.3% | -48.8% |
| 1Y | -37.0% | +25.9% | -63.0% | -51.0% |
| 3Y | +892.4% | +119.9% | +772.6% | +403.9% |
| All | +892.4% | +122.6% | +769.8% | +403.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling