-55.4%
APP vs PEG
-6.2%
-49.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.6% | +10.1% | +10.8% |
| 7D | +4.5% | +1.0% | +3.5% | +4.8% |
| 30D | -3.6% | +6.6% | -10.2% | -2.1% |
| 3M | -35.3% | -3.1% | -32.1% | -35.8% |
| 6M | -42.8% | -7.4% | -35.4% | -44.0% |
| YTD | -59.7% | -6.4% | -53.2% | -62.1% |
| 1Y | -55.4% | -7.4% | -47.9% | -58.1% |
| All | -55.4% | -6.2% | -49.2% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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