+500.0%
APP vs BEN
+46.9%
+453.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.7% | +5.1% | +6.9% |
| 7D | +71.2% | +6.6% | +64.6% | +63.4% |
| 30D | +39.1% | +3.8% | +35.2% | +35.2% |
| 3M | +16.5% | +0.2% | +16.3% | +15.8% |
| 6M | -16.6% | +10.4% | -27.0% | -21.9% |
| YTD | -41.9% | +46.2% | -88.1% | -55.2% |
| 1Y | -37.0% | +52.3% | -89.3% | -52.7% |
| 3Y | +892.4% | +65.9% | +826.5% | +564.9% |
| 5Y | +297.3% | +20.6% | +276.7% | +188.5% |
| All | +500.0% | +46.9% | +453.1% | +332.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling