+887.9%
APP vs HRB
+22.6%
+865.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.4% | +5.3% | +4.2% |
| 7D | +4.6% | -5.1% | +9.7% | +5.5% |
| 30D | +56.0% | +8.7% | +47.4% | +52.8% |
| 3M | +30.8% | -5.4% | +36.2% | +31.6% |
| 6M | -9.8% | +41.6% | -51.4% | -19.0% |
| YTD | -39.3% | +18.7% | -57.9% | -45.8% |
| 1Y | -26.4% | +16.4% | -42.9% | -34.2% |
| 3Y | +887.9% | +22.0% | +865.9% | +667.8% |
| All | +887.9% | +22.6% | +865.4% | +667.8% |
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