+188.7%
GOOG vs APP
+335.8%
-147.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.8% |
| 7D | -1.6% | -4.4% | +2.8% | -0.9% |
| 30D | -7.7% | -10.0% | +2.4% | -6.3% |
| 3M | -9.3% | -41.4% | +32.1% | -2.6% |
| 6M | +7.4% | -41.0% | +48.5% | +14.2% |
| YTD | +4.9% | -54.7% | +59.6% | +14.3% |
| 1Y | +37.2% | -45.3% | +82.6% | +44.1% |
| 3Y | +141.6% | +624.3% | -482.7% | +50.9% |
| 5Y | +128.8% | +329.1% | -200.4% | +40.9% |
| All | +188.7% | +335.8% | -147.1% | +72.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling