+11.3%
QQQ vs APP
-34.6%
+45.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.1% |
| 7D | +6.4% | +10.6% | -4.2% | +5.7% |
| 30D | -7.5% | +44.6% | -52.0% | -10.0% |
| 3M | -4.8% | +29.6% | -34.4% | -6.5% |
| 6M | -2.5% | -19.8% | +17.3% | 0.0% |
| YTD | +12.4% | -41.6% | +54.0% | +19.0% |
| 1Y | +11.3% | -32.7% | +44.0% | +13.7% |
| All | +11.3% | -34.6% | +45.9% | +13.7% |
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