-35.9%
APP vs IJH
+18.2%
-54.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.7% |
| 30D | -23.3% | -1.5% | -21.8% | -22.0% |
| 3M | -42.6% | +0.8% | -43.4% | -42.9% |
| 6M | -33.6% | +7.6% | -41.2% | -39.0% |
| YTD | -52.4% | +15.5% | -67.9% | -58.1% |
| 1Y | -35.9% | +16.9% | -52.8% | -44.1% |
| All | -35.9% | +18.2% | -54.1% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 1y: compounded portfolio wealth divided by compounded IJH 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…
1y analysis · Full analysis span regression · 6 months rolling