+94.6%
QQQ vs APP
+337.3%
-242.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.2% |
| 7D | +0.4% | +0.9% | -0.5% | +0.2% |
| 30D | +0.2% | -23.3% | +23.5% | +3.9% |
| 3M | -2.8% | -42.6% | +39.8% | +4.9% |
| 6M | +18.0% | -33.6% | +51.6% | +23.4% |
| YTD | +17.3% | -52.4% | +69.7% | +27.5% |
| 1Y | +25.6% | -35.9% | +61.5% | +28.7% |
| 3Y | +93.7% | +642.2% | -548.5% | +19.1% |
| All | +94.6% | +337.3% | -242.8% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling