+618.6%
APP vs WBD
-30.1%
+648.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.0% | -6.1% |
| 7D | +1.9% | +0.5% | +1.3% | +1.6% |
| 30D | +19.8% | -1.6% | +21.4% | +20.5% |
| 3M | +15.2% | -0.9% | +16.1% | +15.4% |
| 6M | -24.4% | +19.6% | -44.0% | -29.9% |
| YTD | -30.5% | -5.9% | -24.5% | -28.9% |
| 1Y | +38.0% | +200.9% | -162.9% | -17.1% |
| 3Y | +2,559.2% | +101.4% | +2,457.8% | +1,644.3% |
| 5Y | +718.3% | -27.8% | +746.1% | +579.5% |
| All | +618.6% | -30.1% | +648.7% | +496.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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