+358.8%
APP vs TRI
-7.1%
+365.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.5% | +3.8% | +0.8% |
| 7D | +0.1% | -7.1% | +7.2% | +3.6% |
| 30D | -10.0% | -2.3% | -7.7% | -9.9% |
| 3M | -44.6% | +19.6% | -64.2% | -52.7% |
| 6M | -37.9% | -8.7% | -29.2% | -36.6% |
| YTD | -53.7% | -22.3% | -31.4% | -46.7% |
| 1Y | -43.0% | -40.7% | -2.3% | -17.5% |
| 3Y | +640.8% | -17.8% | +658.5% | +601.7% |
| 5Y | +358.8% | -8.5% | +367.3% | +224.8% |
| All | +358.8% | -7.1% | +365.9% | +224.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling