+520.8%
APP vs TECH
-28.1%
+548.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.4% | +2.4% |
| 7D | +48.9% | +0.1% | +48.9% | +48.9% |
| 30D | +49.4% | +0.3% | +49.1% | +49.2% |
| 3M | +27.0% | +1.0% | +26.0% | +26.4% |
| 6M | -15.4% | +54.0% | -69.4% | -33.2% |
| YTD | -39.9% | +24.3% | -64.3% | -48.3% |
| 1Y | -32.0% | +23.7% | -55.7% | -41.6% |
| 3Y | +824.3% | +28.5% | +795.9% | +530.4% |
| 5Y | +252.4% | -41.2% | +293.7% | +377.9% |
| All | +520.8% | -28.1% | +548.9% | +665.8% |
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