+360.5%
BE vs APP
-35.6%
+396.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.2% | +5.1% | +6.5% |
| 7D | +20.0% | +0.9% | +19.1% | +19.6% |
| 30D | +7.9% | -23.3% | +31.2% | +17.7% |
| 3M | -13.2% | -42.6% | +29.4% | +5.3% |
| 6M | +53.5% | -33.6% | +87.1% | +70.0% |
| YTD | +191.0% | -52.4% | +243.4% | +272.7% |
| 1Y | +360.5% | -35.9% | +396.4% | +501.0% |
| All | +360.5% | -35.6% | +396.1% | +501.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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