+295.9%
APP vs BAC
+22.5%
+273.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.5% | +3.0% |
| 7D | +79.2% | +2.0% | +77.2% | +75.3% |
| 30D | +48.0% | -6.9% | +54.9% | +55.9% |
| 3M | +18.2% | -19.6% | +37.8% | +38.8% |
| 6M | -12.5% | -0.5% | -12.0% | -13.9% |
| YTD | -39.2% | -6.6% | -32.5% | -37.0% |
| 1Y | -33.9% | -3.0% | -30.9% | -33.7% |
| 3Y | +933.3% | +97.3% | +836.0% | +476.8% |
| 5Y | +295.9% | +21.9% | +274.0% | +230.7% |
| All | +295.9% | +22.5% | +273.4% | +230.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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