-55.4%
APP vs SPMO
+11.0%
-66.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.8% | +11.5% | +11.3% |
| 7D | +4.5% | -8.9% | +13.4% | +12.5% |
| 30D | -3.6% | -13.8% | +10.2% | +8.0% |
| 3M | -35.3% | -12.5% | -22.7% | -28.3% |
| 6M | -42.8% | -1.5% | -41.3% | -50.6% |
| YTD | -59.7% | +11.3% | -71.0% | -71.6% |
| 1Y | -55.4% | +11.5% | -66.8% | -68.5% |
| All | -55.4% | +11.0% | -66.3% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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