+500.0%
APP vs NI
+110.2%
+389.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.5% | +10.0% |
| 7D | +71.2% | -0.9% | +72.2% | +71.3% |
| 30D | +39.1% | +9.6% | +29.4% | +35.5% |
| 3M | +16.5% | +2.5% | +14.1% | +15.5% |
| 6M | -16.6% | -5.8% | -10.7% | -15.7% |
| YTD | -41.9% | +8.6% | -50.5% | -44.4% |
| 1Y | -37.0% | +6.0% | -43.0% | -39.2% |
| 3Y | +892.4% | +91.0% | +801.4% | +731.4% |
| 5Y | +297.3% | +104.8% | +192.5% | +258.3% |
| All | +500.0% | +110.2% | +389.8% | +438.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling