+446.2%
APP vs TECH
-28.3%
+474.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -0.1% | +31.1% | +31.1% |
| 7D | +39.7% | -0.1% | +39.8% | +39.7% |
| 30D | +27.7% | +0.3% | +27.4% | +27.5% |
| 3M | -14.8% | +1.0% | -15.8% | -15.2% |
| 6M | -25.5% | +28.6% | -54.1% | -36.0% |
| YTD | -47.2% | +24.1% | -71.2% | -54.5% |
| 1Y | -42.3% | +21.9% | -64.2% | -50.2% |
| 3Y | +806.8% | +25.7% | +781.1% | +531.0% |
| 5Y | +261.6% | -40.2% | +301.8% | +385.8% |
| All | +446.2% | -28.3% | +474.4% | +574.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling