+446.2%
APP vs BIL
+19.3%
+426.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | 0.0% | +31.0% | +30.9% |
| 7D | +39.7% | -0.3% | +40.0% | +44.9% |
| 30D | +27.7% | 0.0% | +27.8% | +26.5% |
| 3M | -14.8% | +0.3% | -15.1% | -21.3% |
| 6M | -25.5% | +1.2% | -26.7% | -43.0% |
| YTD | -47.2% | +2.4% | -49.6% | -68.6% |
| 1Y | -42.3% | +3.0% | -45.3% | -69.8% |
| 3Y | +806.8% | +13.1% | +793.7% | -51.0% |
| 5Y | +261.6% | +19.4% | +242.2% | -93.6% |
| All | +446.2% | +19.3% | +426.8% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling