+528.8%
APP vs TRI
+31.3%
+497.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -3.8% | +8.6% | +6.6% |
| 7D | +79.2% | -11.4% | +90.6% | +88.0% |
| 30D | +48.0% | +4.9% | +43.1% | +41.6% |
| 3M | +18.2% | +7.0% | +11.2% | +10.4% |
| 6M | -12.5% | +18.2% | -30.7% | -26.1% |
| YTD | -39.2% | -14.8% | -24.4% | -35.2% |
| 1Y | -33.9% | -18.0% | -15.9% | -27.8% |
| 3Y | +933.3% | -12.0% | +945.2% | +860.9% |
| 5Y | +295.9% | -0.8% | +296.7% | +179.2% |
| All | +528.8% | +31.3% | +497.5% | +318.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling