+292.6%
APP vs BIL
+19.4%
+273.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.8% | +9.4% |
| 7D | +71.2% | -0.3% | +71.5% | +78.1% |
| 30D | +39.1% | 0.0% | +39.1% | +37.2% |
| 3M | +16.5% | +0.3% | +16.2% | +7.2% |
| 6M | -16.6% | +1.2% | -17.8% | -37.5% |
| YTD | -41.9% | +2.5% | -44.4% | -66.5% |
| 1Y | -37.0% | +3.0% | -40.1% | -68.1% |
| 3Y | +892.4% | +13.2% | +879.3% | -56.6% |
| All | +292.6% | +19.4% | +273.2% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling