+528.8%
APP vs SPXU
-89.1%
+618.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -7.0% | +11.8% | -0.1% |
| 7D | +79.2% | -1.5% | +80.6% | +75.0% |
| 30D | +48.0% | +9.7% | +38.3% | +57.7% |
| 3M | +18.2% | +8.4% | +9.8% | +25.7% |
| 6M | -12.5% | -5.7% | -6.8% | -14.0% |
| YTD | -39.2% | -25.4% | -13.7% | -47.4% |
| 1Y | -33.9% | -28.9% | -5.0% | -44.0% |
| 3Y | +933.3% | -81.2% | +1,014.4% | +364.9% |
| 5Y | +295.9% | -83.3% | +379.2% | +138.5% |
| All | +528.8% | -89.1% | +618.0% | +224.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling