+506.6%
APP vs RRX
+37.2%
+469.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -3.4% |
| 7D | +61.1% | 0.0% | +61.1% | +59.8% |
| 30D | +42.8% | +9.0% | +33.7% | +36.7% |
| 3M | +16.7% | +4.0% | +12.7% | +13.4% |
| 6M | -15.6% | -15.7% | +0.1% | -12.6% |
| YTD | -41.3% | +29.0% | -70.3% | -52.6% |
| 1Y | -39.3% | +35.2% | -74.5% | -52.3% |
| 3Y | +803.2% | +67.7% | +735.5% | +460.9% |
| 5Y | +313.2% | +14.9% | +298.2% | +183.1% |
| All | +506.6% | +37.2% | +469.4% | +329.7% |
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