-37.1%
APP vs RKT
-7.0%
-30.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +4.5% |
| 7D | +79.2% | +10.3% | +68.8% | +73.0% |
| 30D | +48.0% | +32.3% | +15.7% | +32.9% |
| 3M | +18.2% | +10.7% | +7.5% | +12.9% |
| 6M | -12.5% | -3.2% | -9.3% | -12.0% |
| YTD | -39.2% | -21.5% | -17.6% | -29.5% |
| All | -37.1% | -7.0% | -30.0% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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