-37.1%
APP vs TER
+30.8%
-67.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +12.7% | -7.9% | +4.1% |
| 7D | +79.2% | -5.8% | +84.9% | +79.3% |
| 30D | +48.0% | -38.9% | +86.9% | +56.7% |
| 3M | +18.2% | -35.1% | +53.3% | +23.0% |
| 6M | -12.5% | -31.6% | +19.1% | -13.2% |
| YTD | -39.2% | +27.2% | -66.4% | -57.1% |
| All | -37.1% | +30.8% | -67.9% | -57.3% |
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