+933.3%
APP vs SIRI
-21.2%
+954.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.6% |
| 7D | +79.2% | +11.4% | +67.8% | +75.1% |
| 30D | +48.0% | +24.2% | +23.7% | +41.3% |
| 3M | +18.2% | +11.1% | +7.1% | +15.4% |
| 6M | -12.5% | +23.9% | -36.4% | -16.3% |
| YTD | -39.2% | +70.0% | -109.2% | -45.6% |
| 1Y | -33.9% | +56.6% | -90.5% | -39.7% |
| 3Y | +933.3% | -21.4% | +954.6% | +912.0% |
| All | +933.3% | -21.2% | +954.5% | +912.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling