+367.9%
APP vs SPOT
+79.6%
+288.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -1.5% |
| 7D | -4.4% | -6.5% | +2.1% | 0.0% |
| 30D | -10.0% | +2.2% | -12.2% | -11.7% |
| 3M | -41.4% | +5.4% | -46.8% | -44.0% |
| 6M | -41.0% | -4.0% | -37.0% | -41.2% |
| YTD | -54.7% | -9.9% | -44.8% | -52.6% |
| 1Y | -45.3% | -27.3% | -18.1% | -34.6% |
| 3Y | +624.3% | +236.4% | +387.9% | +186.9% |
| 5Y | +329.1% | +112.6% | +216.5% | +93.6% |
| All | +367.9% | +79.6% | +288.3% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling