+520.8%
APP vs NDAQ
+124.8%
+396.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.7% | +2.6% |
| 7D | +48.9% | 0.0% | +49.0% | +48.0% |
| 30D | +49.4% | +16.3% | +33.1% | +26.6% |
| 3M | +27.0% | +15.8% | +11.2% | +7.2% |
| 6M | -15.4% | +24.8% | -40.2% | -35.1% |
| YTD | -39.9% | +14.1% | -54.0% | -49.8% |
| 1Y | -32.0% | +26.5% | -58.5% | -49.5% |
| 3Y | +824.3% | +119.1% | +705.2% | +266.2% |
| 5Y | +252.4% | +70.9% | +181.5% | +77.7% |
| All | +520.8% | +124.8% | +396.0% | +140.9% |
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 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