+892.4%
APP vs TRI
-5.2%
+897.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.7% | +14.6% | +11.3% |
| 7D | +71.2% | -4.8% | +76.0% | +72.8% |
| 30D | +39.1% | +13.4% | +25.7% | +31.6% |
| 3M | +16.5% | +13.1% | +3.4% | +9.4% |
| 6M | -16.6% | +24.4% | -41.0% | -26.6% |
| YTD | -41.9% | -11.4% | -30.5% | -39.8% |
| 1Y | -37.0% | -15.6% | -21.5% | -33.2% |
| 3Y | +892.4% | -6.5% | +898.9% | +1,257.9% |
| All | +892.4% | -5.2% | +897.6% | +1,257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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