+298.1%
APP vs DAR
-27.0%
+325.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +3.6% |
| 7D | +4.6% | +11.6% | -7.0% | +1.1% |
| 30D | +56.0% | -10.2% | +66.3% | +60.7% |
| 3M | +30.8% | -14.8% | +45.7% | +36.4% |
| 6M | -9.8% | -10.1% | +0.3% | -8.6% |
| YTD | -39.3% | +55.5% | -94.8% | -50.7% |
| 1Y | -26.4% | +61.7% | -88.1% | -41.3% |
| 3Y | +887.9% | +37.2% | +850.8% | +697.1% |
| All | +298.1% | -27.0% | +325.0% | +298.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling