+500.0%
APP vs TRMB
-33.6%
+533.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.9% | +9.0% | +9.1% |
| 7D | +71.2% | -16.7% | +87.9% | +91.8% |
| 30D | +39.1% | -9.9% | +49.0% | +45.1% |
| 3M | +16.5% | -7.6% | +24.1% | +18.0% |
| 6M | -16.6% | -14.7% | -1.9% | -10.0% |
| YTD | -41.9% | -30.9% | -11.0% | -23.8% |
| 1Y | -37.0% | -31.3% | -5.7% | -16.9% |
| 3Y | +892.4% | +29.4% | +863.0% | +581.8% |
| 5Y | +297.3% | -37.4% | +334.7% | +482.6% |
| All | +500.0% | -33.6% | +533.6% | +716.0% |
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