-55.4%
APP vs SPXU
-30.4%
-25.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -4.9% | +15.6% | +6.8% |
| 7D | +4.5% | +2.2% | +2.4% | +7.1% |
| 30D | -3.6% | +3.8% | -7.4% | +0.2% |
| 3M | -35.3% | +3.3% | -38.5% | -32.3% |
| 6M | -42.8% | -16.7% | -26.1% | -48.4% |
| YTD | -59.7% | -28.6% | -31.0% | -65.2% |
| 1Y | -55.4% | -30.6% | -24.8% | -61.7% |
| All | -55.4% | -30.4% | -25.0% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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