-37.1%
APP vs RCL
+32.4%
-69.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.0% | +1.8% | +4.1% |
| 7D | +79.2% | +5.0% | +74.2% | +76.5% |
| 30D | +48.0% | +19.4% | +28.6% | +40.8% |
| 3M | +18.2% | +5.9% | +12.3% | +16.3% |
| 6M | -12.5% | +23.8% | -36.3% | -17.9% |
| YTD | -39.2% | +22.8% | -62.0% | -40.4% |
| All | -37.1% | +32.4% | -69.5% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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