+292.6%
APP vs HRB
+145.8%
+146.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.2% | +14.1% | +11.0% |
| 7D | +71.2% | +2.7% | +68.5% | +69.7% |
| 30D | +39.1% | +22.1% | +17.0% | +30.8% |
| 3M | +16.5% | +15.7% | +0.8% | +10.1% |
| 6M | -16.6% | +83.3% | -99.9% | -33.4% |
| YTD | -41.9% | +25.0% | -67.0% | -48.0% |
| 1Y | -37.0% | +6.9% | -44.0% | -41.2% |
| 3Y | +892.4% | +39.0% | +853.4% | +695.3% |
| All | +292.6% | +145.8% | +146.8% | +160.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling