-11.8%
APP vs XE
-63.6%
+51.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -3.4% |
| 7D | +61.1% | -0.1% | +61.2% | +60.7% |
| 30D | +42.8% | -20.0% | +62.7% | +45.4% |
| 3M | +16.7% | -46.9% | +63.5% | +23.0% |
| 6M | -15.6% | -63.7% | +48.1% | -13.0% |
| All | -11.8% | -63.6% | +51.8% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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