+378.5%
APP vs ROP
-2.9%
+381.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.2% | -0.6% |
| 7D | +0.1% | -5.4% | +5.5% | +4.1% |
| 30D | -10.0% | -1.6% | -8.4% | -9.2% |
| 3M | -44.6% | +18.8% | -63.5% | -52.7% |
| 6M | -37.9% | +8.2% | -46.1% | -42.8% |
| YTD | -53.7% | -10.5% | -43.2% | -50.4% |
| 1Y | -43.0% | -23.7% | -19.2% | -30.2% |
| 3Y | +640.8% | -17.9% | +658.6% | +728.6% |
| 5Y | +358.8% | -15.3% | +374.2% | +342.5% |
| All | +378.5% | -2.9% | +381.4% | +375.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling