+803.3%
APP vs GEN
+84.3%
+719.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -0.9% | +32.0% | +31.5% |
| 7D | +39.7% | +8.5% | +31.2% | +34.0% |
| 30D | +27.7% | +34.2% | -6.5% | +8.7% |
| 3M | -14.8% | +10.0% | -24.7% | -19.9% |
| 6M | -25.5% | +56.8% | -82.3% | -44.9% |
| YTD | -47.2% | +14.2% | -61.4% | -51.9% |
| 1Y | -42.3% | +20.8% | -63.1% | -49.4% |
| All | +803.3% | +84.3% | +719.1% | +541.0% |
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 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