-37.0%
APP vs USAR
-51.6%
+14.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +10.8% | -1.0% | +8.7% |
| 7D | +71.2% | -14.5% | +85.7% | +73.9% |
| 30D | +39.1% | -37.8% | +76.9% | +46.9% |
| 3M | +16.5% | -52.8% | +69.3% | +26.9% |
| 6M | -16.6% | -71.2% | +54.7% | -5.8% |
| YTD | -41.9% | -30.9% | -11.1% | -38.9% |
| 1Y | -37.0% | -48.0% | +11.0% | -30.8% |
| All | -37.0% | -51.6% | +14.5% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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