-55.4%
APP vs TRMB
-31.2%
-24.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -17.3% | +28.0% | +17.8% |
| 7D | +4.5% | -15.7% | +20.2% | +9.7% |
| 30D | -3.6% | -7.8% | +4.1% | -5.3% |
| 3M | -35.3% | -9.3% | -26.0% | -35.8% |
| 6M | -42.8% | -20.8% | -22.0% | -36.2% |
| YTD | -59.7% | -30.8% | -28.9% | -50.0% |
| 1Y | -55.4% | -31.0% | -24.4% | -44.1% |
| All | -55.4% | -31.2% | -24.1% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling