-55.4%
APP vs RRX
+30.0%
-85.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.6% | +14.3% | +11.0% |
| 7D | +4.5% | +7.6% | -3.1% | +3.7% |
| 30D | -3.6% | +7.5% | -11.1% | -4.4% |
| 3M | -35.3% | -21.0% | -14.2% | -35.1% |
| 6M | -42.8% | -18.1% | -24.7% | -43.1% |
| YTD | -59.7% | +24.3% | -84.0% | -58.5% |
| 1Y | -55.4% | +29.3% | -84.7% | -54.3% |
| All | -55.4% | +30.0% | -85.4% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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