+23.6%
WMT vs APP
-37.8%
+61.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | -0.3% |
| 7D | +0.6% | +61.1% | -60.5% | +3.6% |
| 30D | +12.8% | +42.8% | -30.0% | +15.4% |
| 3M | +11.7% | +16.7% | -5.0% | +13.0% |
| 6M | -3.5% | -15.6% | +12.1% | -4.2% |
| YTD | +13.4% | -41.3% | +54.7% | +12.9% |
| 1Y | +23.6% | -39.3% | +62.9% | +23.2% |
| All | +23.6% | -37.8% | +61.4% | +23.2% |
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