+995.1%
BE vs APP
+357.9%
+637.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.2% | +5.1% | +6.6% |
| 7D | +20.0% | +0.9% | +19.1% | +19.6% |
| 30D | +7.9% | -23.3% | +31.2% | +16.2% |
| 3M | -13.2% | -42.6% | +29.4% | +1.8% |
| 6M | +53.5% | -33.6% | +87.1% | +68.5% |
| YTD | +191.0% | -52.4% | +243.4% | +247.5% |
| 1Y | +360.5% | -35.9% | +396.4% | +403.4% |
| 3Y | +1,568.0% | +642.2% | +925.8% | +618.9% |
| 5Y | +1,055.2% | +311.1% | +744.1% | +481.6% |
| All | +995.1% | +357.9% | +637.2% | +394.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling