+520.8%
APP vs BEN
+58.1%
+462.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +48.9% | +7.2% | +41.8% | +41.5% |
| 30D | +49.4% | +14.1% | +35.3% | +36.7% |
| 3M | +27.0% | +9.9% | +17.1% | +18.9% |
| 6M | -15.4% | +17.4% | -32.8% | -23.8% |
| YTD | -39.9% | +57.3% | -97.2% | -55.7% |
| 1Y | -32.0% | +66.9% | -98.9% | -51.7% |
| 3Y | +824.3% | +85.7% | +738.7% | +474.2% |
| 5Y | +252.4% | +31.2% | +221.2% | +144.2% |
| All | +520.8% | +58.1% | +462.7% | +326.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling