+295.9%
APP vs RSP
+48.7%
+247.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.5% | +0.5% |
| 7D | +79.2% | +0.4% | +78.7% | +75.3% |
| 30D | +48.0% | +3.7% | +44.3% | +36.2% |
| 3M | +18.2% | +0.8% | +17.5% | +15.0% |
| 6M | -12.5% | +9.1% | -21.6% | -27.0% |
| YTD | -39.2% | +16.7% | -55.9% | -55.6% |
| 1Y | -33.9% | +19.7% | -53.5% | -54.1% |
| 3Y | +933.3% | +66.7% | +866.6% | +274.1% |
| 5Y | +295.9% | +48.7% | +247.2% | +93.1% |
| All | +295.9% | +48.7% | +247.2% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling