+292.6%
APP vs TRV
+171.3%
+121.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +10.1% |
| 7D | +71.2% | -0.3% | +71.5% | +71.1% |
| 30D | +39.1% | +9.6% | +29.5% | +37.3% |
| 3M | +16.5% | +2.7% | +13.8% | +16.0% |
| 6M | -16.6% | +32.0% | -48.6% | -20.1% |
| YTD | -41.9% | +37.8% | -79.7% | -45.0% |
| 1Y | -37.0% | +45.2% | -82.3% | -41.2% |
| 3Y | +892.4% | +145.3% | +747.2% | +767.4% |
| All | +292.6% | +171.3% | +121.4% | +236.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling