+528.8%
APP vs BIL
+19.7%
+509.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.5% |
| 7D | +79.2% | +0.1% | +79.1% | +77.3% |
| 30D | +48.0% | 0.0% | +48.0% | +47.0% |
| 3M | +18.2% | +0.6% | +17.6% | +3.4% |
| 6M | -12.5% | +1.5% | -14.0% | -37.0% |
| YTD | -39.2% | +2.8% | -41.9% | -66.2% |
| 1Y | -33.9% | +3.3% | -37.2% | -67.3% |
| 3Y | +933.3% | +13.4% | +919.9% | -46.6% |
| 5Y | +295.9% | +19.8% | +276.0% | -93.4% |
| All | +528.8% | +19.7% | +509.1% | -89.2% |
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