-37.1%
APP vs IYR
+10.7%
-47.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.5% | +3.3% | +5.0% |
| 7D | +79.2% | +2.3% | +76.9% | +78.3% |
| 30D | +48.0% | +7.4% | +40.6% | +47.4% |
| 3M | +18.2% | -0.7% | +18.9% | +16.7% |
| 6M | -12.5% | +1.6% | -14.1% | -12.3% |
| YTD | -39.2% | +11.6% | -50.7% | -36.9% |
| All | -37.1% | +10.7% | -47.7% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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