+33.2%
BE vs APP
-37.8%
+71.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.5% | -0.8% | -3.6% |
| 7D | -13.4% | +61.1% | -74.5% | -24.9% |
| 30D | -33.9% | +42.8% | -76.7% | -40.1% |
| 3M | -12.0% | +16.7% | -28.6% | -15.1% |
| 6M | -29.0% | -15.6% | -13.4% | -25.2% |
| YTD | +113.4% | -41.3% | +154.7% | +168.5% |
| 1Y | +33.2% | -39.3% | +72.5% | +63.9% |
| All | +33.2% | -37.8% | +71.0% | +63.9% |
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