+43.4%
SMH vs APP
-56.9%
+100.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +10.7% | -13.4% | -4.2% |
| 7D | -11.2% | +4.5% | -15.7% | -11.8% |
| 30D | -20.4% | -3.6% | -16.8% | -20.2% |
| 3M | -12.4% | -35.3% | +22.8% | -8.0% |
| 6M | -0.5% | -42.8% | +42.3% | +5.4% |
| YTD | +40.0% | -59.7% | +99.7% | +56.9% |
| 1Y | +43.4% | -55.4% | +98.7% | +52.7% |
| All | +43.4% | -56.9% | +100.3% | +52.7% |
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