-55.4%
APP vs TER
+42.7%
-98.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -6.8% | +17.5% | +11.6% |
| 7D | +4.5% | -19.9% | +24.4% | +7.6% |
| 30D | -3.6% | -43.5% | +39.9% | +3.6% |
| 3M | -35.3% | -37.8% | +2.5% | -31.7% |
| 6M | -42.8% | -25.6% | -17.2% | -44.5% |
| YTD | -59.7% | +29.8% | -89.5% | -71.0% |
| 1Y | -55.4% | +43.2% | -98.5% | -70.1% |
| All | -55.4% | +42.7% | -98.0% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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