+527.5%
APP vs RRX
+34.5%
+492.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.3% | +6.2% | +4.8% |
| 7D | +4.6% | +4.3% | +0.2% | +2.9% |
| 30D | +56.0% | +12.3% | +43.7% | +47.6% |
| 3M | +30.8% | +3.7% | +27.2% | +27.2% |
| 6M | -9.8% | -13.9% | +4.1% | -7.6% |
| YTD | -39.3% | +26.5% | -65.7% | -50.6% |
| 1Y | -26.4% | +29.3% | -55.8% | -41.1% |
| 3Y | +887.9% | +65.6% | +822.4% | +515.0% |
| 5Y | +264.1% | +10.6% | +253.5% | +150.7% |
| All | +527.5% | +34.5% | +492.9% | +347.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling