+391.7%
APP vs DAR
-12.1%
+403.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.5% |
| 7D | +0.9% | +1.4% | -0.5% | +0.4% |
| 30D | -23.3% | +12.8% | -36.1% | -26.5% |
| 3M | -42.6% | +7.4% | -50.0% | -44.4% |
| 6M | -33.6% | +22.3% | -55.9% | -38.8% |
| YTD | -52.4% | +81.1% | -133.5% | -61.7% |
| 1Y | -35.9% | +106.5% | -142.4% | -51.2% |
| 3Y | +642.2% | +5.3% | +636.9% | +588.9% |
| 5Y | +311.1% | -11.5% | +322.6% | +300.5% |
| All | +391.7% | -12.1% | +403.8% | +382.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling