+528.8%
APP vs TRMB
-32.9%
+561.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +3.9% |
| 7D | +79.2% | -17.0% | +96.1% | +101.5% |
| 30D | +48.0% | -9.0% | +57.0% | +53.2% |
| 3M | +18.2% | -8.1% | +26.3% | +20.5% |
| 6M | -12.5% | -10.1% | -2.4% | -9.9% |
| YTD | -39.2% | -30.2% | -8.9% | -20.8% |
| 1Y | -33.9% | -30.7% | -3.2% | -13.3% |
| 3Y | +933.3% | +32.6% | +900.6% | +593.7% |
| 5Y | +295.9% | -38.1% | +334.0% | +485.0% |
| All | +528.8% | -32.9% | +561.7% | +748.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling