+24.0%
QQQ vs APP
-44.2%
+68.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | +1.0% | -4.4% | +5.4% | +1.4% |
| 30D | -0.6% | -10.0% | +9.4% | +0.4% |
| 3M | +1.3% | -41.4% | +42.7% | +6.4% |
| 6M | +18.1% | -41.0% | +59.2% | +23.1% |
| YTD | +16.9% | -54.7% | +71.6% | +24.2% |
| 1Y | +24.0% | -45.3% | +69.3% | +29.7% |
| All | +24.0% | -44.2% | +68.2% | +29.7% |
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