+391.7%
APP vs NDAQ
+97.9%
+293.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +4.1% |
| 7D | +0.9% | -2.4% | +3.3% | +3.2% |
| 30D | -23.3% | +2.5% | -25.7% | -25.5% |
| 3M | -42.6% | +9.9% | -52.6% | -48.9% |
| 6M | -33.6% | +9.4% | -43.0% | -41.2% |
| YTD | -52.4% | +0.4% | -52.8% | -54.0% |
| 1Y | -35.9% | +4.0% | -39.9% | -41.0% |
| 3Y | +642.2% | +94.4% | +547.8% | +234.9% |
| 5Y | +311.1% | +56.7% | +254.4% | +130.4% |
| All | +391.7% | +97.9% | +293.8% | +120.5% |
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