-37.1%
APP vs PEG
-6.5%
-30.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.3% | +1.5% | +5.7% |
| 7D | +79.2% | +0.9% | +78.3% | +79.4% |
| 30D | +48.0% | +3.8% | +44.2% | +49.6% |
| 3M | +18.2% | +0.1% | +18.2% | +18.2% |
| 6M | -12.5% | -1.0% | -11.5% | -13.1% |
| YTD | -39.2% | -4.1% | -35.0% | -43.3% |
| All | -37.1% | -6.5% | -30.5% | -40.3% |
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