+500.0%
APP vs GEN
+60.2%
+439.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.6% | +12.5% | +11.2% |
| 7D | +71.2% | +2.3% | +68.9% | +69.0% |
| 30D | +39.1% | +33.1% | +6.0% | +18.4% |
| 3M | +16.5% | +6.5% | +10.1% | +10.5% |
| 6M | -16.6% | +53.8% | -70.3% | -37.0% |
| YTD | -41.9% | +11.2% | -53.2% | -46.8% |
| 1Y | -37.0% | +19.4% | -56.4% | -44.7% |
| 3Y | +892.4% | +81.0% | +811.4% | +608.7% |
| 5Y | +297.3% | +33.4% | +263.9% | +217.9% |
| All | +500.0% | +60.2% | +439.8% | +402.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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