+520.8%
APP vs GEN
+64.8%
+456.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.3% | +1.3% |
| 7D | +48.9% | -0.8% | +49.8% | +49.2% |
| 30D | +49.4% | +31.2% | +18.2% | +28.4% |
| 3M | +27.0% | +6.1% | +20.9% | +20.9% |
| 6M | -15.4% | +38.1% | -53.5% | -31.1% |
| YTD | -39.9% | +14.4% | -54.3% | -45.7% |
| 1Y | -32.0% | +15.1% | -47.1% | -38.9% |
| 3Y | +824.3% | +68.5% | +755.8% | +585.6% |
| 5Y | +252.4% | +35.8% | +216.6% | +179.2% |
| All | +520.8% | +64.8% | +456.0% | +413.0% |
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