+94.1%
SMH vs APP
-41.9%
+136.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.5% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | -1.5% | -10.0% | +8.5% | -0.3% |
| 3M | -4.1% | -44.6% | +40.6% | +2.7% |
| 6M | +50.8% | -37.9% | +88.6% | +57.5% |
| YTD | +59.3% | -53.7% | +113.0% | +72.0% |
| 1Y | +94.1% | -43.0% | +137.1% | +106.6% |
| All | +94.1% | -41.9% | +136.0% | +106.6% |
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