+528.8%
APP vs BN
+84.6%
+444.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.8% | +1.0% | +1.3% |
| 7D | +79.2% | +3.6% | +75.5% | +72.0% |
| 30D | +48.0% | +15.9% | +32.1% | +27.7% |
| 3M | +18.2% | -2.3% | +20.6% | +19.1% |
| 6M | -12.5% | -8.4% | -4.1% | -6.5% |
| YTD | -39.2% | -5.9% | -33.3% | -37.9% |
| 1Y | -33.9% | -5.6% | -28.3% | -32.8% |
| 3Y | +933.3% | +104.2% | +829.0% | +386.2% |
| 5Y | +295.9% | +35.5% | +260.4% | +178.6% |
| All | +528.8% | +84.6% | +444.3% | +222.3% |
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