+80.7%
QQQ vs APP
+894.0%
-813.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +9.9% | -8.5% | +0.3% |
| 7D | -5.0% | +71.2% | -76.2% | -11.5% |
| 30D | -13.4% | +39.1% | -52.5% | -17.3% |
| 3M | -8.1% | +16.5% | -24.6% | -10.4% |
| 6M | -5.5% | -16.6% | +11.1% | -4.8% |
| YTD | +7.2% | -41.9% | +49.1% | +11.5% |
| 1Y | +7.8% | -37.0% | +44.8% | +10.6% |
| 3Y | +80.7% | +892.4% | -811.7% | +22.3% |
| All | +80.7% | +894.0% | -813.2% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling