+333.0%
APP vs GEN
+24.6%
+308.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.4% | +3.5% |
| 7D | +0.9% | -1.2% | +2.1% | +1.5% |
| 30D | -23.3% | +10.1% | -33.4% | -27.8% |
| 3M | -42.6% | +16.1% | -58.7% | -47.7% |
| 6M | -33.6% | +38.9% | -72.5% | -46.3% |
| YTD | -52.4% | +14.4% | -66.9% | -56.6% |
| 1Y | -35.9% | +5.9% | -41.7% | -39.1% |
| 3Y | +642.2% | +58.8% | +583.4% | +460.9% |
| All | +333.0% | +24.6% | +308.3% | +245.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling