+12.3%
QQQ vs APP
-56.9%
+69.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.7% | -9.7% | -0.2% |
| 7D | -4.6% | +4.5% | -9.2% | -5.2% |
| 30D | -8.5% | -3.6% | -4.9% | -8.3% |
| 3M | -4.3% | -35.3% | +30.9% | -0.4% |
| 6M | +3.1% | -42.8% | +45.8% | +8.1% |
| YTD | +13.0% | -59.7% | +72.7% | +22.8% |
| 1Y | +12.3% | -55.4% | +67.6% | +18.7% |
| All | +12.3% | -56.9% | +69.1% | +18.7% |
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