-44.1%
APP vs NI
+6.9%
-51.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -2.2% |
| 7D | +0.1% | +2.3% | -2.2% | +0.9% |
| 30D | -10.0% | -1.7% | -8.4% | -10.4% |
| 3M | -44.6% | -8.0% | -36.6% | -45.9% |
| 6M | -37.9% | -8.6% | -29.2% | -39.7% |
| YTD | -53.7% | +2.3% | -56.0% | -55.1% |
| All | -44.1% | +6.9% | -51.0% | -44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling