+520.8%
APP vs SIRI
-37.4%
+558.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.3% | +2.3% |
| 7D | +48.9% | -2.6% | +51.6% | +49.8% |
| 30D | +49.4% | +22.2% | +27.2% | +42.7% |
| 3M | +27.0% | +14.1% | +12.9% | +23.1% |
| 6M | -15.4% | +22.5% | -37.9% | -19.2% |
| YTD | -39.9% | +67.9% | -107.8% | -46.9% |
| 1Y | -32.0% | +54.6% | -86.5% | -38.7% |
| 3Y | +824.3% | -21.3% | +845.7% | +827.4% |
| 5Y | +252.4% | -40.4% | +292.8% | +298.4% |
| All | +520.8% | -37.4% | +558.2% | +532.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling