+298.1%
APP vs RCL
+292.5%
+5.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.7% |
| 7D | +4.6% | -1.2% | +5.8% | +5.2% |
| 30D | +56.0% | +17.8% | +38.2% | +42.7% |
| 3M | +30.8% | +4.9% | +25.9% | +26.0% |
| 6M | -9.8% | +23.7% | -33.5% | -21.0% |
| YTD | -39.3% | +17.8% | -57.1% | -46.9% |
| 1Y | -26.4% | +28.9% | -55.4% | -39.4% |
| 3Y | +887.9% | +241.9% | +646.0% | +375.5% |
| All | +298.1% | +292.5% | +5.6% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling