-35.9%
APP vs BEN
+42.6%
-78.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +0.1% |
| 7D | +0.9% | +0.2% | +0.7% | +0.7% |
| 30D | -23.3% | -0.5% | -22.7% | -22.8% |
| 3M | -42.6% | +9.7% | -52.4% | -44.9% |
| 6M | -33.6% | +33.9% | -67.5% | -43.4% |
| YTD | -52.4% | +49.0% | -101.4% | -61.5% |
| 1Y | -35.9% | +42.1% | -78.0% | -45.6% |
| All | -35.9% | +42.6% | -78.4% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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