+316.8%
APP vs ROIV
+285.4%
+31.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.1% | +4.6% | +9.5% |
| 7D | +4.5% | +3.0% | +1.5% | +4.0% |
| 30D | -3.6% | +6.8% | -10.5% | -4.9% |
| 3M | -35.3% | +10.5% | -45.8% | -37.0% |
| 6M | -42.8% | +34.8% | -77.6% | -46.8% |
| YTD | -59.7% | +76.2% | -135.8% | -64.5% |
| 1Y | -55.4% | +92.4% | -147.8% | -61.4% |
| 3Y | +592.0% | +312.0% | +280.0% | +413.9% |
| 5Y | +175.7% | +388.3% | -212.5% | +73.0% |
| All | +316.8% | +285.4% | +31.4% | +167.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling