-39.3%
APP vs SIMO
+77.7%
-117.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.6% |
| 7D | +61.1% | -16.0% | +77.1% | +60.9% |
| 30D | +42.8% | -35.8% | +78.5% | +42.9% |
| 3M | +16.7% | -26.5% | +43.1% | +16.5% |
| 6M | -15.6% | -33.0% | +17.4% | -15.8% |
| YTD | -41.3% | +84.3% | -125.6% | -52.1% |
| 1Y | -39.3% | +82.0% | -121.3% | -50.0% |
| All | -39.3% | +77.7% | -117.0% | -50.0% |
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