+892.4%
APP vs HRB
+36.2%
+856.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.2% | +14.1% | +10.7% |
| 7D | +71.2% | +2.7% | +68.5% | +70.1% |
| 30D | +39.1% | +22.1% | +17.0% | +33.0% |
| 3M | +16.5% | +15.7% | +0.8% | +11.8% |
| 6M | -16.6% | +83.3% | -99.9% | -30.5% |
| YTD | -41.9% | +25.0% | -67.0% | -48.6% |
| 1Y | -37.0% | +6.9% | -44.0% | -43.2% |
| 3Y | +892.4% | +39.0% | +853.4% | +600.8% |
| All | +892.4% | +36.2% | +856.2% | +600.8% |
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 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