+199.0%
GOOGL vs APP
+357.9%
-158.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.2% |
| 3M | -8.9% | -42.6% | +33.7% | -2.0% |
| 6M | +11.9% | -33.6% | +45.5% | +16.9% |
| YTD | +8.3% | -52.4% | +60.8% | +17.3% |
| 1Y | +46.2% | -35.9% | +82.1% | +49.7% |
| 3Y | +151.9% | +642.2% | -490.3% | +57.2% |
| 5Y | +137.7% | +311.1% | -173.4% | +45.8% |
| All | +199.0% | +357.9% | -158.9% | +76.5% |
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