-26.4%
APP vs RRC
+36.3%
-62.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +4.2% |
| 7D | +4.6% | +6.4% | -1.8% | +6.8% |
| 30D | +56.0% | +23.9% | +32.2% | +64.8% |
| 3M | +30.8% | +30.2% | +0.7% | +40.4% |
| 6M | -9.8% | +26.3% | -36.0% | -2.8% |
| YTD | -39.3% | +48.1% | -87.4% | -31.8% |
| 1Y | -26.4% | +37.7% | -64.1% | -16.7% |
| All | -26.4% | +36.3% | -62.7% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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