-32.0%
APP vs RSP
+19.8%
-51.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.6% |
| 7D | +48.9% | -0.3% | +49.3% | +48.3% |
| 30D | +49.4% | +4.4% | +45.0% | +38.8% |
| 3M | +27.0% | +1.3% | +25.7% | +23.3% |
| 6M | -15.4% | +10.0% | -25.4% | -26.6% |
| YTD | -39.9% | +17.6% | -57.5% | -50.5% |
| 1Y | -32.0% | +19.2% | -51.2% | -44.1% |
| All | -32.0% | +19.8% | -51.7% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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