+250.4%
APP vs BEN
+29.7%
+220.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -1.9% |
| 7D | +10.6% | +11.3% | -0.8% | +2.5% |
| 30D | +44.6% | +15.0% | +29.6% | +29.9% |
| 3M | +29.6% | +7.8% | +21.8% | +21.9% |
| 6M | -19.8% | +15.5% | -35.3% | -28.0% |
| YTD | -41.6% | +55.4% | -97.0% | -58.6% |
| 1Y | -32.7% | +63.3% | -96.0% | -54.0% |
| 3Y | +799.0% | +83.4% | +715.6% | +410.9% |
| 5Y | +250.4% | +28.1% | +222.3% | +149.5% |
| All | +250.4% | +29.7% | +220.7% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling