+250.4%
APP vs TER
+86.7%
+163.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.4% |
| 7D | +10.6% | +24.0% | -13.4% | +1.5% |
| 30D | +44.6% | -30.6% | +75.2% | +64.3% |
| 3M | +29.6% | -34.5% | +64.1% | +47.2% |
| 6M | -19.8% | -26.4% | +6.6% | -20.5% |
| YTD | -41.6% | +36.4% | -78.0% | -63.0% |
| 1Y | -32.7% | +47.4% | -80.1% | -59.4% |
| 3Y | +799.0% | +202.6% | +596.5% | +175.0% |
| 5Y | +250.4% | +83.9% | +166.5% | +43.0% |
| All | +250.4% | +86.7% | +163.7% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling