-26.4%
APP vs URA
-29.3%
+2.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.5% | +4.5% |
| 7D | +4.6% | -1.5% | +6.1% | +5.2% |
| 30D | +56.0% | -10.4% | +66.4% | +63.0% |
| 3M | +30.8% | -29.6% | +60.5% | +50.0% |
| 6M | -9.8% | -40.3% | +30.5% | +10.4% |
| YTD | -39.3% | -25.5% | -13.8% | -31.5% |
| 1Y | -26.4% | -26.4% | 0.0% | -16.7% |
| All | -26.4% | -29.3% | +2.9% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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