-35.9%
APP vs ROIV
+177.7%
-213.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.8% |
| 7D | +0.9% | +0.6% | +0.2% | +0.7% |
| 30D | -23.3% | +1.0% | -24.2% | -23.9% |
| 3M | -42.6% | +18.3% | -60.9% | -45.8% |
| 6M | -33.6% | +18.3% | -51.9% | -37.8% |
| YTD | -52.4% | +61.0% | -113.4% | -59.6% |
| 1Y | -35.9% | +177.9% | -213.8% | -36.3% |
| All | -35.9% | +177.7% | -213.5% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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