+653.5%
APP vs BN
+77.7%
+575.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | +0.9% | -2.5% | +3.3% | +2.9% |
| 30D | -23.3% | -9.5% | -13.8% | -16.7% |
| 3M | -42.6% | -10.4% | -32.3% | -37.3% |
| 6M | -33.6% | -6.4% | -27.2% | -30.5% |
| YTD | -52.4% | -11.9% | -40.6% | -48.2% |
| 1Y | -35.9% | -8.6% | -27.3% | -32.6% |
| All | +653.5% | +77.7% | +575.9% | +392.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling