-27.6%
APP vs SOLS
+21.0%
-48.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +9.7% | -4.9% | +4.8% |
| 7D | +79.2% | +8.0% | +71.1% | +79.0% |
| 30D | +48.0% | +3.7% | +44.2% | +48.0% |
| 3M | +18.2% | +4.6% | +13.7% | +18.1% |
| 6M | -12.5% | -18.5% | +6.0% | -13.4% |
| YTD | -39.2% | +31.4% | -70.6% | -39.4% |
| 1Y | -33.9% | +34.5% | -68.3% | -34.3% |
| All | -27.6% | +21.0% | -48.6% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 all: compounded portfolio wealth divided by compounded SOLS 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…
all analysis · Full analysis span regression · 6 months rolling