-43.3%
APP vs YUM
-2.1%
-41.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.1% | +5.1% | +2.4% |
| 7D | +1.1% | -6.1% | +7.1% | -0.8% |
| 30D | +6.6% | -5.8% | +12.5% | +4.8% |
| 3M | -32.3% | -7.6% | -24.7% | -33.6% |
| 6M | -29.8% | -9.1% | -20.6% | -31.2% |
| YTD | -51.9% | -5.5% | -46.4% | -51.8% |
| 1Y | -43.3% | -3.7% | -39.6% | -39.5% |
| All | -43.3% | -2.1% | -41.2% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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