+887.9%
APP vs S
+41.6%
+846.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.1% |
| 7D | +4.6% | +2.0% | +2.6% | +3.7% |
| 30D | +56.0% | -2.7% | +58.7% | +55.3% |
| 3M | +30.8% | -6.9% | +37.7% | +30.4% |
| 6M | -9.8% | +38.1% | -47.9% | -26.6% |
| YTD | -39.3% | +48.0% | -87.3% | -52.9% |
| 1Y | -26.4% | +34.5% | -60.9% | -40.9% |
| 3Y | +887.9% | +38.3% | +849.6% | +761.7% |
| All | +887.9% | +41.6% | +846.3% | +761.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling