+887.9%
APP vs NXT
+175.5%
+712.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +3.7% |
| 7D | +4.6% | -9.4% | +14.0% | +6.4% |
| 30D | +56.0% | +15.1% | +40.9% | +51.4% |
| 3M | +30.8% | -9.1% | +39.9% | +31.9% |
| 6M | -9.8% | -30.3% | +20.5% | -5.6% |
| YTD | -39.3% | +9.1% | -48.4% | -41.5% |
| 1Y | -26.4% | +7.9% | -34.3% | -29.0% |
| 3Y | +887.9% | +176.5% | +711.4% | +666.6% |
| All | +887.9% | +175.5% | +712.4% | +666.6% |
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