-35.9%
APP vs TGT
+84.5%
-120.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +2.0% | +2.2% |
| 7D | +0.9% | +0.8% | +0.1% | +0.9% |
| 30D | -23.3% | +12.2% | -35.5% | -23.4% |
| 3M | -42.6% | +33.8% | -76.4% | -42.6% |
| 6M | -33.6% | +39.3% | -72.9% | -34.0% |
| YTD | -52.4% | +72.9% | -125.3% | -51.9% |
| 1Y | -35.9% | +84.6% | -120.4% | -37.1% |
| All | -35.9% | +84.5% | -120.4% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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