-39.3%
APP vs SPMO
+9.0%
-48.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | +61.1% | -2.6% | +63.7% | +61.7% |
| 30D | +42.8% | -14.2% | +57.0% | +58.0% |
| 3M | +16.7% | -12.7% | +29.3% | +26.9% |
| 6M | -15.6% | -9.6% | -6.0% | -16.8% |
| YTD | -41.3% | +9.3% | -50.6% | -58.9% |
| 1Y | -39.3% | +8.2% | -47.5% | -56.2% |
| All | -39.3% | +9.0% | -48.3% | -56.2% |
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