-35.9%
APP vs TRV
+34.7%
-70.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.6% | +1.7% |
| 7D | +0.9% | -0.1% | +1.0% | +0.8% |
| 30D | -23.3% | -3.4% | -19.8% | -24.3% |
| 3M | -42.6% | +26.4% | -69.0% | -34.7% |
| 6M | -33.6% | +19.3% | -52.9% | -26.9% |
| YTD | -52.4% | +28.3% | -80.8% | -45.0% |
| 1Y | -35.9% | +34.3% | -70.2% | -21.8% |
| All | -35.9% | +34.7% | -70.6% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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