+527.5%
APP vs BIL
+20.2%
+507.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.3% |
| 7D | +4.6% | +0.1% | +4.5% | +3.1% |
| 30D | +56.0% | +0.3% | +55.7% | +45.8% |
| 3M | +30.8% | +1.0% | +29.9% | +8.1% |
| 6M | -9.8% | +1.9% | -11.7% | -38.6% |
| YTD | -39.3% | +3.2% | -42.5% | -68.3% |
| 1Y | -26.4% | +3.7% | -30.1% | -65.6% |
| 3Y | +887.9% | +13.8% | +874.1% | -51.6% |
| 5Y | +264.1% | +20.3% | +243.8% | -94.3% |
| All | +527.5% | +20.2% | +507.3% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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