+333.0%
APP vs TRV
+156.1%
+176.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.6% | +2.4% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | -23.3% | -3.4% | -19.8% | -22.9% |
| 3M | -42.6% | +26.4% | -69.0% | -44.9% |
| 6M | -33.6% | +19.3% | -52.9% | -35.6% |
| YTD | -52.4% | +28.3% | -80.8% | -54.6% |
| 1Y | -35.9% | +34.3% | -70.2% | -39.6% |
| 3Y | +642.2% | +140.1% | +502.1% | +540.8% |
| All | +333.0% | +156.1% | +176.9% | +258.5% |
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