+396.9%
APP vs SU
+298.2%
+98.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.2% | +3.0% |
| 7D | +1.1% | +2.2% | -1.2% | +0.5% |
| 30D | +6.6% | +8.4% | -1.8% | +4.4% |
| 3M | -32.3% | +12.1% | -44.4% | -34.6% |
| 6M | -29.8% | +19.7% | -49.5% | -33.9% |
| YTD | -51.9% | +58.4% | -110.3% | -58.3% |
| 1Y | -43.3% | +67.2% | -110.5% | -51.7% |
| 3Y | +664.1% | +125.0% | +539.0% | +498.4% |
| 5Y | +318.7% | +355.1% | -36.4% | +206.1% |
| All | +396.9% | +298.2% | +98.7% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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