+654.6%
APP vs NI
+71.3%
+583.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.9% | +2.4% |
| 7D | +0.9% | +2.0% | -1.1% | +0.2% |
| 30D | -23.3% | -3.5% | -19.7% | -22.5% |
| 3M | -42.6% | -9.1% | -33.5% | -41.2% |
| 6M | -33.6% | -11.8% | -21.8% | -31.4% |
| YTD | -52.4% | +1.1% | -53.5% | -54.2% |
| 1Y | -35.9% | +6.7% | -42.6% | -40.4% |
| All | +654.6% | +71.3% | +583.3% | +502.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling