+500.0%
APP vs BIL
+19.4%
+480.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.8% | +9.4% |
| 7D | +71.2% | -0.3% | +71.5% | +78.0% |
| 30D | +39.1% | 0.0% | +39.1% | +37.4% |
| 3M | +16.5% | +0.3% | +16.2% | +7.7% |
| 6M | -16.6% | +1.2% | -17.8% | -36.6% |
| YTD | -41.9% | +2.5% | -44.4% | -65.6% |
| 1Y | -37.0% | +3.0% | -40.1% | -67.1% |
| 3Y | +892.4% | +13.2% | +879.3% | -46.5% |
| 5Y | +297.3% | +19.4% | +277.9% | -93.0% |
| All | +500.0% | +19.4% | +480.7% | -89.1% |
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