+892.4%
APP vs BEN
+63.5%
+828.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.7% | +5.1% | +7.5% |
| 7D | +71.2% | +6.6% | +64.6% | +64.8% |
| 30D | +39.1% | +3.8% | +35.2% | +35.9% |
| 3M | +16.5% | +0.2% | +16.3% | +15.8% |
| 6M | -16.6% | +10.4% | -27.0% | -20.6% |
| YTD | -41.9% | +46.2% | -88.1% | -52.1% |
| 1Y | -37.0% | +52.3% | -89.3% | -49.1% |
| 3Y | +892.4% | +65.9% | +826.5% | +635.4% |
| All | +892.4% | +63.5% | +828.9% | +635.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling