+661.1%
APP vs HRB
+37.6%
+623.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.0% | +6.2% | +3.1% |
| 7D | +0.9% | -5.7% | +6.5% | +2.1% |
| 30D | -23.3% | +7.9% | -31.2% | -25.1% |
| 3M | -42.6% | +32.1% | -74.8% | -47.4% |
| 6M | -33.6% | +62.2% | -95.8% | -43.1% |
| YTD | -52.4% | +16.4% | -68.8% | -57.0% |
| 1Y | -35.9% | -0.3% | -35.6% | -40.8% |
| All | +661.1% | +37.6% | +623.5% | +467.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling