-37.1%
APP vs XHB
+1.3%
-38.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.6% | +1.2% | +4.1% |
| 7D | +79.2% | +1.3% | +77.8% | +77.5% |
| 30D | +48.0% | +11.8% | +36.2% | +42.5% |
| 3M | +18.2% | -3.8% | +22.1% | +18.1% |
| 6M | -12.5% | +4.1% | -16.6% | -14.1% |
| YTD | -39.2% | +4.0% | -43.1% | -38.6% |
| All | -37.1% | +1.3% | -38.3% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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