+527.5%
APP vs TRV
+188.3%
+339.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.6% | +2.0% | +2.5% | +4.3% |
| 30D | +56.0% | +6.7% | +49.3% | +54.7% |
| 3M | +30.8% | +9.4% | +21.5% | +29.3% |
| 6M | -9.8% | +37.7% | -47.5% | -13.9% |
| YTD | -39.3% | +40.6% | -79.9% | -42.5% |
| 1Y | -26.4% | +42.4% | -68.9% | -30.5% |
| 3Y | +887.9% | +148.1% | +739.8% | +770.9% |
| 5Y | +264.1% | +181.7% | +82.4% | +214.8% |
| All | +527.5% | +188.3% | +339.1% | +452.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling