-37.0%
APP vs SLB
+39.5%
-76.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.6% | +9.3% | +10.0% |
| 7D | +71.2% | -7.1% | +78.3% | +69.0% |
| 30D | +39.1% | +4.1% | +35.0% | +40.1% |
| 3M | +16.5% | -2.6% | +19.2% | +16.4% |
| 6M | -16.6% | -8.6% | -8.0% | -16.9% |
| YTD | -41.9% | +32.2% | -74.1% | -37.6% |
| 1Y | -37.0% | +40.7% | -77.7% | -31.5% |
| All | -37.0% | +39.5% | -76.5% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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