+500.0%
APP vs TECH
-28.1%
+528.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.8% |
| 7D | +71.2% | +0.2% | +71.0% | +71.1% |
| 30D | +39.1% | +0.3% | +38.7% | +38.9% |
| 3M | +16.5% | +1.3% | +15.2% | +15.8% |
| 6M | -16.6% | +54.0% | -70.5% | -34.0% |
| YTD | -41.9% | +24.3% | -66.2% | -50.0% |
| 1Y | -37.0% | +25.8% | -62.8% | -46.6% |
| 3Y | +892.4% | +26.0% | +866.5% | +589.8% |
| 5Y | +297.3% | -40.1% | +337.4% | +433.3% |
| All | +500.0% | -28.1% | +528.2% | +640.3% |
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