+506.6%
APP vs NI
+115.6%
+391.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.6% |
| 7D | +61.1% | +1.5% | +59.6% | +60.4% |
| 30D | +42.8% | +11.9% | +30.9% | +38.5% |
| 3M | +16.7% | +9.1% | +7.5% | +13.9% |
| 6M | -15.6% | -1.8% | -13.8% | -15.6% |
| YTD | -41.3% | +11.4% | -52.7% | -44.1% |
| 1Y | -39.3% | +6.4% | -45.6% | -41.2% |
| 3Y | +803.2% | +98.2% | +705.0% | +650.8% |
| 5Y | +313.2% | +110.1% | +203.1% | +270.2% |
| All | +506.6% | +115.6% | +391.0% | +441.6% |
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