-37.0%
APP vs ROIV
+93.5%
-130.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +6.2% | +3.7% | +8.4% |
| 7D | +71.2% | +5.3% | +65.9% | +68.5% |
| 30D | +39.1% | +11.9% | +27.2% | +34.8% |
| 3M | +16.5% | +10.7% | +5.8% | +11.8% |
| 6M | -16.6% | +34.9% | -51.5% | -26.3% |
| YTD | -41.9% | +79.2% | -121.1% | -54.5% |
| 1Y | -37.0% | +89.0% | -126.1% | -51.6% |
| All | -37.0% | +93.5% | -130.5% | -51.6% |
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