+27.4%
WMT vs APP
-56.9%
+84.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +10.7% | -7.2% | +4.1% |
| 7D | +8.8% | +4.5% | +4.2% | +9.1% |
| 30D | +22.9% | -3.6% | +26.6% | +22.8% |
| 3M | +16.1% | -35.3% | +51.3% | +13.3% |
| 6M | -0.5% | -42.8% | +42.3% | -3.6% |
| YTD | +16.7% | -59.7% | +76.3% | +13.2% |
| 1Y | +27.4% | -55.4% | +82.7% | +24.3% |
| All | +27.4% | -56.9% | +84.2% | +24.3% |
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 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