+2,445.0%
APP vs NXT
+246.1%
+2,198.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +79.2% | +15.1% | +64.1% | +74.0% |
| 30D | +48.0% | +21.8% | +26.2% | +41.8% |
| 3M | +18.2% | +1.6% | +16.6% | +16.9% |
| 6M | -12.5% | -16.7% | +4.2% | -11.0% |
| YTD | -39.2% | +20.4% | -59.6% | -42.8% |
| 1Y | -33.9% | +0.2% | -34.1% | -35.8% |
| 3Y | +933.3% | +208.7% | +724.6% | +652.2% |
| All | +2,445.0% | +246.1% | +2,198.9% | +1,533.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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