+506.6%
APP vs BN
+82.1%
+424.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -2.3% |
| 7D | +61.1% | +4.3% | +56.8% | +54.0% |
| 30D | +42.8% | +14.3% | +28.5% | +24.7% |
| 3M | +16.7% | -4.1% | +20.8% | +19.5% |
| 6M | -15.6% | -9.7% | -5.9% | -8.6% |
| YTD | -41.3% | -7.1% | -34.2% | -39.3% |
| 1Y | -39.3% | -7.4% | -31.8% | -37.2% |
| 3Y | +803.2% | +102.3% | +700.9% | +328.7% |
| 5Y | +313.2% | +35.9% | +277.2% | +190.3% |
| All | +506.6% | +82.1% | +424.5% | +214.9% |
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