+527.5%
APP vs DAR
-24.5%
+552.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +3.6% |
| 7D | +4.6% | +11.6% | -7.0% | +1.6% |
| 30D | +56.0% | -10.2% | +66.3% | +60.2% |
| 3M | +30.8% | -14.8% | +45.7% | +35.7% |
| 6M | -9.8% | -10.1% | +0.3% | -8.7% |
| YTD | -39.3% | +55.5% | -94.8% | -49.3% |
| 1Y | -26.4% | +61.7% | -88.1% | -39.6% |
| 3Y | +887.9% | +37.2% | +850.8% | +722.9% |
| 5Y | +264.1% | -26.9% | +291.0% | +263.0% |
| All | +527.5% | -24.5% | +552.0% | +538.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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