+2,412.5%
APP vs NXT
+231.9%
+2,180.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.6% | +2.2% |
| 7D | +48.9% | -5.7% | +54.7% | +50.2% |
| 30D | +49.4% | +18.5% | +30.9% | +43.9% |
| 3M | +27.0% | -4.1% | +31.1% | +26.9% |
| 6M | -15.4% | -20.3% | +4.9% | -13.3% |
| YTD | -39.9% | +15.5% | -55.4% | -43.1% |
| 1Y | -32.0% | -5.0% | -27.0% | -33.3% |
| 3Y | +824.3% | +191.6% | +632.7% | +580.7% |
| All | +2,412.5% | +231.9% | +2,180.7% | +1,525.1% |
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