+250.4%
APP vs TRMB
-35.0%
+285.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.6% | -1.8% |
| 7D | +10.6% | +4.1% | +6.5% | +7.0% |
| 30D | +44.6% | -7.0% | +51.6% | +46.9% |
| 3M | +29.6% | -0.9% | +30.5% | +23.1% |
| 6M | -19.8% | -1.2% | -18.6% | -24.0% |
| YTD | -41.6% | -28.7% | -12.8% | -25.0% |
| 1Y | -32.7% | -32.1% | -0.6% | -9.4% |
| 3Y | +799.0% | +33.4% | +765.6% | +491.0% |
| 5Y | +250.4% | -35.6% | +286.0% | +437.2% |
| All | +250.4% | -35.0% | +285.4% | +437.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling