-35.9%
APP vs HRB
+1.1%
-37.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.0% | +6.2% | +3.3% |
| 7D | +0.9% | -5.7% | +6.5% | +2.4% |
| 30D | -23.3% | +7.9% | -31.2% | -25.7% |
| 3M | -42.6% | +32.1% | -74.8% | -49.2% |
| 6M | -33.6% | +62.2% | -95.8% | -47.1% |
| YTD | -52.4% | +16.4% | -68.8% | -59.6% |
| 1Y | -35.9% | -0.3% | -35.6% | -41.8% |
| All | -35.9% | +1.1% | -37.0% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling