+329.1%
APP vs XLK
+145.5%
+183.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -4.4% | +2.3% | -6.7% | -7.6% |
| 30D | -10.0% | +0.8% | -10.8% | -11.5% |
| 3M | -41.4% | +4.1% | -45.5% | -46.1% |
| 6M | -41.0% | +34.8% | -75.8% | -64.6% |
| YTD | -54.7% | +30.8% | -85.5% | -70.8% |
| 1Y | -45.3% | +42.4% | -87.7% | -69.1% |
| 3Y | +624.3% | +121.8% | +502.5% | +117.7% |
| 5Y | +329.1% | +146.6% | +182.5% | +18.5% |
| All | +329.1% | +145.5% | +183.6% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 5y: compounded portfolio wealth divided by compounded XLK 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…
5y analysis · Full analysis span regression · 6 months rolling