+391.7%
APP vs TECH
-28.5%
+420.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.2% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -23.3% | +0.7% | -24.0% | -23.5% |
| 3M | -42.6% | +36.3% | -79.0% | -51.6% |
| 6M | -33.6% | +25.6% | -59.2% | -42.7% |
| YTD | -52.4% | +23.7% | -76.1% | -59.0% |
| 1Y | -35.9% | +37.6% | -73.5% | -49.2% |
| 3Y | +642.2% | -6.6% | +648.8% | +580.8% |
| 5Y | +311.1% | -42.2% | +353.3% | +462.1% |
| All | +391.7% | -28.5% | +420.2% | +507.8% |
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