+313.2%
APP vs GEN
+31.7%
+281.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.9% |
| 7D | +61.1% | +1.0% | +60.1% | +60.0% |
| 30D | +42.8% | +29.1% | +13.7% | +22.7% |
| 3M | +16.7% | +2.9% | +13.8% | +12.6% |
| 6M | -15.6% | +33.6% | -49.2% | -30.9% |
| YTD | -41.3% | +12.0% | -53.4% | -46.7% |
| 1Y | -39.3% | +16.2% | -55.4% | -46.2% |
| 3Y | +803.2% | +65.1% | +738.1% | +559.3% |
| 5Y | +313.2% | +33.3% | +279.9% | +193.7% |
| All | +313.2% | +31.7% | +281.5% | +193.7% |
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 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