+367.9%
APP vs NI
+97.1%
+270.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | -4.4% | +1.3% | -5.6% | -4.7% |
| 30D | -10.0% | -0.3% | -9.7% | -10.0% |
| 3M | -41.4% | -9.5% | -32.0% | -40.0% |
| 6M | -41.0% | -10.2% | -30.8% | -39.7% |
| YTD | -54.7% | +1.8% | -56.5% | -55.8% |
| 1Y | -45.3% | +5.7% | -51.0% | -47.5% |
| 3Y | +624.3% | +69.6% | +554.6% | +525.6% |
| 5Y | +329.1% | +95.8% | +233.3% | +294.6% |
| All | +367.9% | +97.1% | +270.8% | +328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling