+933.3%
APP vs GEN
+63.2%
+870.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +79.2% | -0.3% | +79.5% | +79.1% |
| 30D | +48.0% | +28.2% | +19.8% | +28.7% |
| 3M | +18.2% | +2.6% | +15.6% | +15.3% |
| 6M | -12.5% | +32.7% | -45.2% | -27.6% |
| YTD | -39.2% | +11.3% | -50.4% | -44.0% |
| 1Y | -33.9% | +17.9% | -51.8% | -41.5% |
| 3Y | +933.3% | +66.3% | +866.9% | +647.9% |
| All | +933.3% | +63.2% | +870.0% | +647.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling