+136.8%
GOOGL vs APP
+313.3%
-176.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.4% |
| 7D | -2.3% | +0.9% | -3.2% | -2.4% |
| 30D | -6.6% | -23.3% | +16.7% | -3.1% |
| 3M | -8.9% | -42.6% | +33.7% | -1.7% |
| 6M | +11.9% | -33.6% | +45.5% | +17.1% |
| YTD | +8.3% | -52.4% | +60.8% | +17.7% |
| 1Y | +46.2% | -35.9% | +82.1% | +49.8% |
| 3Y | +151.9% | +642.2% | -490.3% | +52.0% |
| All | +136.8% | +313.3% | -176.4% | +42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling