+41.6%
SMH vs APP
-29.4%
+71.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.9% | -6.9% | -3.2% |
| 7D | +4.9% | +4.6% | +0.3% | +4.6% |
| 30D | -13.8% | +56.0% | -69.8% | -16.4% |
| 3M | -17.4% | +30.8% | -48.2% | -18.3% |
| 6M | -15.0% | -9.8% | -5.2% | -12.7% |
| YTD | +35.2% | -39.3% | +74.4% | +46.1% |
| 1Y | +41.6% | -26.4% | +68.0% | +40.4% |
| All | +41.6% | -29.4% | +71.0% | +40.4% |
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