-39.3%
APP vs Q
+30.6%
-69.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.4% | -3.3% |
| 7D | +61.1% | +4.0% | +57.1% | +58.8% |
| 30D | +42.8% | -2.3% | +45.1% | +43.2% |
| 3M | +16.7% | -7.9% | +24.6% | +18.3% |
| 6M | -15.6% | -16.0% | +0.4% | -14.7% |
| YTD | -41.3% | +51.7% | -93.0% | -54.1% |
| 1Y | -39.3% | +28.3% | -67.6% | -50.0% |
| All | -39.3% | +30.6% | -69.9% | -50.0% |
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