-55.4%
APP vs TGT
+86.7%
-142.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.6% | +5.1% | +10.7% |
| 7D | +4.5% | +9.5% | -5.0% | +4.7% |
| 30D | -3.6% | +6.6% | -10.2% | -3.5% |
| 3M | -35.3% | +11.0% | -46.2% | -35.2% |
| 6M | -42.8% | +29.9% | -72.6% | -42.2% |
| YTD | -59.7% | +71.4% | -131.1% | -57.0% |
| 1Y | -55.4% | +88.6% | -144.0% | -52.1% |
| All | -55.4% | +86.7% | -142.1% | -52.1% |
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