+446.2%
APP vs NDAQ
+119.0%
+327.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -2.6% | +33.7% | +33.6% |
| 7D | +39.7% | +1.2% | +38.5% | +37.0% |
| 30D | +27.7% | +15.8% | +12.0% | +8.5% |
| 3M | -14.8% | +13.4% | -28.1% | -26.6% |
| 6M | -25.5% | +20.9% | -46.4% | -41.1% |
| YTD | -47.2% | +11.1% | -58.3% | -54.7% |
| 1Y | -42.3% | +26.5% | -68.8% | -57.3% |
| 3Y | +806.8% | +121.5% | +685.3% | +252.9% |
| 5Y | +261.6% | +61.3% | +200.3% | +92.1% |
| All | +446.2% | +119.0% | +327.2% | +117.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling