+271.2%
SOXX vs APP
+362.8%
-91.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.1% | +1.3% |
| 7D | +1.4% | +1.1% | +0.3% | +1.1% |
| 30D | -3.6% | +6.6% | -10.2% | -4.8% |
| 3M | -10.2% | -32.3% | +22.2% | -4.2% |
| 6M | +54.2% | -29.8% | +84.0% | +61.3% |
| YTD | +75.2% | -51.9% | +127.1% | +93.9% |
| 1Y | +107.5% | -43.3% | +150.8% | +120.0% |
| 3Y | +226.8% | +664.1% | -437.3% | +79.0% |
| 5Y | +251.2% | +318.7% | -67.4% | +99.7% |
| All | +271.2% | +362.8% | -91.6% | +101.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling