+503.8%
APP vs HRB
+175.6%
+328.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | +10.6% | -7.8% | +18.3% | +12.5% |
| 30D | +44.6% | +15.7% | +28.8% | +38.6% |
| 3M | +29.6% | -5.5% | +35.1% | +30.6% |
| 6M | -19.8% | +41.1% | -60.9% | -28.7% |
| YTD | -41.6% | +20.4% | -61.9% | -46.8% |
| 1Y | -32.7% | +15.2% | -47.9% | -38.1% |
| 3Y | +799.0% | +24.3% | +774.7% | +670.3% |
| 5Y | +250.4% | +144.7% | +105.7% | +169.5% |
| All | +503.8% | +175.6% | +328.2% | +388.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling