-35.9%
APP vs NTR
+43.1%
-79.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.2% |
| 7D | +0.9% | +8.1% | -7.2% | +1.2% |
| 30D | -23.3% | +18.8% | -42.0% | -22.8% |
| 3M | -42.6% | +16.2% | -58.9% | -42.3% |
| 6M | -33.6% | +9.8% | -43.4% | -33.2% |
| YTD | -52.4% | +30.9% | -83.3% | -51.1% |
| 1Y | -35.9% | +41.8% | -77.6% | -35.0% |
| All | -35.9% | +43.1% | -79.0% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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