-55.4%
APP vs SIMO
+94.5%
-149.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -9.6% | +20.3% | +10.8% |
| 7D | +4.5% | -16.9% | +21.4% | +4.8% |
| 30D | -3.6% | -35.4% | +31.7% | -3.3% |
| 3M | -35.3% | -31.9% | -3.4% | -35.0% |
| 6M | -42.8% | -19.3% | -23.5% | -43.2% |
| YTD | -59.7% | +98.5% | -158.1% | -66.6% |
| 1Y | -55.4% | +100.5% | -155.9% | -63.5% |
| All | -55.4% | +94.5% | -149.8% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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