-43.0%
APP vs PSX
+102.1%
-145.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -2.4% |
| 7D | +0.1% | +2.8% | -2.7% | +0.6% |
| 30D | -10.0% | +27.8% | -37.8% | -6.2% |
| 3M | -44.6% | +42.0% | -86.7% | -41.8% |
| 6M | -37.9% | +58.1% | -96.0% | -34.3% |
| YTD | -53.7% | +105.0% | -158.7% | -50.1% |
| 1Y | -43.0% | +104.9% | -147.9% | -39.0% |
| All | -43.0% | +102.1% | -145.0% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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