+850.7%
APP vs NXT
+171.4%
+679.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.9% | +4.2% | -1.5% |
| 7D | +10.6% | -6.0% | +16.6% | +11.8% |
| 30D | +44.6% | +5.4% | +39.1% | +42.5% |
| 3M | +29.6% | -9.7% | +39.3% | +30.8% |
| 6M | -19.8% | -25.3% | +5.6% | -17.0% |
| YTD | -41.6% | +7.5% | -49.0% | -43.5% |
| 1Y | -32.7% | -3.0% | -29.7% | -33.9% |
| All | +850.7% | +171.4% | +679.3% | +639.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling