+116.3%
QQQ vs APP
+335.8%
-219.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | 0.0% |
| 7D | +1.0% | -4.4% | +5.4% | +1.7% |
| 30D | -0.6% | -10.0% | +9.4% | +0.8% |
| 3M | +1.3% | -41.4% | +42.7% | +8.7% |
| 6M | +18.1% | -41.0% | +59.2% | +25.6% |
| YTD | +16.9% | -54.7% | +71.6% | +27.5% |
| 1Y | +24.0% | -45.3% | +69.3% | +30.4% |
| 3Y | +95.6% | +624.3% | -528.7% | +24.4% |
| 5Y | +94.5% | +329.1% | -234.6% | +24.3% |
| All | +116.3% | +335.8% | -219.5% | +33.4% |
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