-37.1%
APP vs SPOT
-1.8%
-35.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.0% | +3.8% | +4.4% |
| 7D | +79.2% | +2.5% | +76.6% | +76.8% |
| 30D | +48.0% | +15.1% | +32.9% | +37.2% |
| 3M | +18.2% | +24.8% | -6.6% | +4.6% |
| 6M | -12.5% | +45.8% | -58.3% | -30.1% |
| YTD | -39.2% | +4.9% | -44.0% | -44.6% |
| All | -37.1% | -1.8% | -35.3% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling