+654.6%
APP vs RRX
+4.3%
+650.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.1% | +2.2% |
| 7D | +0.9% | +3.4% | -2.6% | 0.0% |
| 30D | -23.3% | -11.1% | -12.2% | -20.8% |
| 3M | -42.6% | -23.7% | -18.9% | -39.0% |
| 6M | -33.6% | -22.0% | -11.6% | -31.3% |
| YTD | -52.4% | +16.5% | -68.9% | -57.6% |
| 1Y | -35.9% | +11.5% | -47.4% | -42.5% |
| All | +654.6% | +4.3% | +650.3% | +614.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling