+4.3%
WMT vs APP
-44.2%
+48.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.3% |
| 7D | -0.2% | -4.4% | +4.1% | -0.5% |
| 30D | -5.8% | -10.0% | +4.2% | -6.4% |
| 3M | -10.8% | -41.4% | +30.7% | -13.4% |
| 6M | -14.3% | -41.0% | +26.7% | -16.6% |
| YTD | -4.4% | -54.7% | +50.3% | -6.7% |
| 1Y | +4.3% | -45.3% | +49.7% | +2.6% |
| All | +4.3% | -44.2% | +48.5% | +2.6% |
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