-45.3%
APP vs WY
-9.3%
-36.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.3% |
| 7D | -4.4% | -1.7% | -2.7% | -4.6% |
| 30D | -10.0% | -9.9% | -0.2% | -11.5% |
| 3M | -41.4% | -7.5% | -33.9% | -41.8% |
| 6M | -41.0% | -5.1% | -35.9% | -41.4% |
| YTD | -54.7% | -2.1% | -52.6% | -55.3% |
| 1Y | -45.3% | -7.3% | -38.0% | -44.4% |
| All | -45.3% | -9.3% | -36.1% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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