-45.3%
APP vs RRX
+12.4%
-57.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.3% | -2.1% |
| 7D | -4.4% | -0.7% | -3.7% | -4.3% |
| 30D | -10.0% | -8.0% | -2.0% | -9.6% |
| 3M | -41.4% | -25.1% | -16.4% | -40.8% |
| 6M | -41.0% | -18.3% | -22.7% | -41.2% |
| YTD | -54.7% | +14.2% | -68.9% | -53.8% |
| 1Y | -45.3% | +13.0% | -58.4% | -43.5% |
| All | -45.3% | +12.4% | -57.8% | -43.5% |
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