+506.6%
APP vs DAR
-30.5%
+537.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -3.0% |
| 7D | +61.1% | -3.8% | +64.9% | +62.4% |
| 30D | +42.8% | -14.4% | +57.2% | +48.4% |
| 3M | +16.7% | -17.9% | +34.6% | +22.1% |
| 6M | -15.6% | -18.3% | +2.7% | -12.2% |
| YTD | -41.3% | +43.2% | -84.6% | -49.9% |
| 1Y | -39.3% | +57.7% | -97.0% | -50.1% |
| 3Y | +803.2% | +22.7% | +780.5% | +677.5% |
| 5Y | +313.2% | -34.0% | +347.2% | +320.3% |
| All | +506.6% | -30.5% | +537.1% | +531.0% |
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