-55.4%
APP vs Q
+19.7%
-75.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.1% | +10.8% | +10.7% |
| 7D | +4.5% | -3.3% | +7.8% | +5.7% |
| 30D | -3.6% | -9.7% | +6.1% | -0.9% |
| 3M | -35.3% | -16.1% | -19.1% | -32.2% |
| 6M | -42.8% | -15.7% | -27.1% | -42.7% |
| YTD | -59.7% | +45.7% | -105.4% | -67.7% |
| 1Y | -55.4% | +18.0% | -73.4% | -62.0% |
| All | -55.4% | +19.7% | -75.0% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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