+391.7%
APP vs SPOT
+86.2%
+305.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.2% | +5.4% | +4.4% |
| 7D | +0.9% | -0.9% | +1.8% | +1.4% |
| 30D | -23.3% | +12.5% | -35.8% | -29.4% |
| 3M | -42.6% | +9.9% | -52.5% | -46.7% |
| 6M | -33.6% | +1.6% | -35.2% | -36.4% |
| YTD | -52.4% | -6.6% | -45.8% | -51.5% |
| 1Y | -35.9% | -22.9% | -13.0% | -26.3% |
| 3Y | +642.2% | +244.3% | +397.9% | +189.4% |
| 5Y | +311.1% | +117.8% | +193.3% | +81.6% |
| All | +391.7% | +86.2% | +305.4% | +108.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling