+252.4%
APP vs RVTY
-9.4%
+261.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.9% | +2.6% |
| 7D | +48.9% | -0.7% | +49.7% | +48.6% |
| 30D | +49.4% | +1.7% | +47.7% | +47.6% |
| 3M | +27.0% | +36.8% | -9.8% | +8.9% |
| 6M | -15.4% | +60.1% | -75.5% | -33.4% |
| YTD | -39.9% | +64.0% | -103.9% | -53.6% |
| 1Y | -32.0% | +68.2% | -100.2% | -48.4% |
| 3Y | +824.3% | +88.8% | +735.6% | +471.3% |
| 5Y | +252.4% | -10.5% | +263.0% | +291.1% |
| All | +252.4% | -9.4% | +261.8% | +291.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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