+528.8%
APP vs TGT
-5.3%
+534.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.7% | +0.1% | +2.9% |
| 7D | +79.2% | +4.7% | +74.4% | +75.4% |
| 30D | +48.0% | +8.0% | +40.0% | +42.8% |
| 3M | +18.2% | +11.7% | +6.6% | +11.9% |
| 6M | -12.5% | +34.7% | -47.2% | -24.3% |
| YTD | -39.2% | +74.4% | -113.5% | -53.7% |
| 1Y | -33.9% | +89.2% | -123.1% | -51.8% |
| 3Y | +933.3% | +73.4% | +859.9% | +588.1% |
| 5Y | +295.9% | -24.0% | +319.9% | +322.5% |
| All | +528.8% | -5.3% | +534.1% | +537.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling