-26.4%
APP vs PEG
-5.8%
-20.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.4% | +2.5% | +4.3% |
| 7D | +4.6% | +4.5% | +0.1% | +5.8% |
| 30D | +56.0% | +7.5% | +48.5% | +59.0% |
| 3M | +30.8% | +0.8% | +30.0% | +31.0% |
| 6M | -9.8% | 0.0% | -9.8% | -10.3% |
| YTD | -39.3% | -3.0% | -36.2% | -43.2% |
| 1Y | -26.4% | -4.7% | -21.7% | -30.2% |
| All | -26.4% | -5.8% | -20.6% | -30.2% |
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