+520.8%
APP vs BN
+80.7%
+440.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +3.1% |
| 7D | +48.9% | -2.4% | +51.4% | +51.1% |
| 30D | +49.4% | +13.5% | +35.9% | +31.3% |
| 3M | +27.0% | -5.9% | +33.0% | +32.6% |
| 6M | -15.4% | -8.9% | -6.5% | -9.1% |
| YTD | -39.9% | -7.9% | -32.1% | -37.5% |
| 1Y | -32.0% | -8.3% | -23.7% | -29.0% |
| 3Y | +824.3% | +100.8% | +723.6% | +341.8% |
| 5Y | +252.4% | +38.2% | +214.2% | +146.2% |
| All | +520.8% | +80.7% | +440.1% | +224.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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