+250.4%
APP vs RKT
-4.7%
+255.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.1% | +2.3% | -0.6% |
| 7D | +10.6% | -7.5% | +18.0% | +14.2% |
| 30D | +44.6% | +26.6% | +18.0% | +30.1% |
| 3M | +29.6% | -2.4% | +32.0% | +29.3% |
| 6M | -19.8% | -7.4% | -12.4% | -19.0% |
| YTD | -41.6% | -29.2% | -12.4% | -34.6% |
| 1Y | -32.7% | -23.5% | -9.2% | -27.4% |
| 3Y | +799.0% | +73.9% | +725.1% | +382.9% |
| 5Y | +250.4% | -6.6% | +257.0% | +154.9% |
| All | +250.4% | -4.7% | +255.0% | +154.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling