-9.8%
APP vs SU
+6.4%
-16.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +4.7% |
| 7D | +4.6% | +1.7% | +2.9% | +6.1% |
| 30D | +56.0% | -7.9% | +63.9% | +50.0% |
| 3M | +30.8% | +7.5% | +23.3% | +36.9% |
| 6M | -9.8% | +7.2% | -17.0% | -1.9% |
| All | -9.8% | +6.4% | -16.2% | -1.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling