-43.3%
APP vs SU
+67.3%
-110.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.2% | +3.0% |
| 7D | +1.1% | +2.2% | -1.2% | +1.4% |
| 30D | +6.6% | +8.4% | -1.8% | +8.0% |
| 3M | -32.3% | +12.1% | -44.4% | -30.5% |
| 6M | -29.8% | +19.7% | -49.5% | -28.8% |
| YTD | -51.9% | +58.4% | -110.3% | -48.9% |
| 1Y | -43.3% | +67.2% | -110.5% | -44.5% |
| All | -43.3% | +67.3% | -110.6% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling