+313.2%
APP vs SU
+212.3%
+100.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.6% |
| 7D | +61.1% | -10.2% | +71.3% | +64.2% |
| 30D | +42.8% | -6.2% | +49.0% | +43.5% |
| 3M | +16.7% | +8.7% | +8.0% | +12.3% |
| 6M | -15.6% | +7.2% | -22.8% | -19.0% |
| YTD | -41.3% | +55.9% | -97.2% | -50.4% |
| 1Y | -39.3% | +60.4% | -99.7% | -49.3% |
| 3Y | +803.2% | +125.2% | +678.0% | +577.9% |
| 5Y | +313.2% | +216.7% | +96.4% | +202.9% |
| All | +313.2% | +212.3% | +100.9% | +202.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling