+378.5%
APP vs HRB
+149.3%
+229.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.5% | +3.8% | -1.0% |
| 7D | +0.1% | -9.1% | +9.1% | +2.5% |
| 30D | -10.0% | +0.3% | -10.3% | -10.9% |
| 3M | -44.6% | +23.4% | -68.0% | -48.7% |
| 6M | -37.9% | +45.1% | -83.0% | -45.6% |
| YTD | -53.7% | +8.9% | -62.6% | -56.5% |
| 1Y | -43.0% | -7.9% | -35.0% | -44.3% |
| 3Y | +640.8% | +27.9% | +612.8% | +527.9% |
| 5Y | +358.8% | +108.3% | +250.5% | +258.5% |
| All | +378.5% | +149.3% | +229.3% | +298.8% |
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 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