-55.4%
APP vs TECH
+19.5%
-74.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.1% | +10.6% | +10.7% |
| 7D | +4.5% | +0.1% | +4.5% | +4.5% |
| 30D | -3.6% | +0.2% | -3.8% | -3.7% |
| 3M | -35.3% | +1.0% | -36.3% | -35.3% |
| 6M | -42.8% | +33.3% | -76.0% | -46.5% |
| YTD | -59.7% | +24.2% | -83.9% | -61.7% |
| 1Y | -55.4% | +19.7% | -75.1% | -57.9% |
| All | -55.4% | +19.5% | -74.8% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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