+757.8%
APP vs AHR
+394.2%
+363.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.6% |
| 7D | +4.6% | -0.2% | +4.8% | +4.7% |
| 30D | +56.0% | +10.2% | +45.8% | +48.8% |
| 3M | +30.8% | +8.3% | +22.5% | +25.6% |
| 6M | -9.8% | +13.0% | -22.8% | -15.7% |
| YTD | -39.3% | +24.6% | -63.9% | -47.8% |
| 1Y | -26.4% | +22.2% | -48.7% | -36.0% |
| All | +757.8% | +394.2% | +363.6% | +280.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 all: compounded portfolio wealth divided by compounded AHR 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…
all analysis · Full analysis span regression · 6 months rolling