+329.1%
APP vs GPN
-46.4%
+375.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -0.9% |
| 7D | -4.4% | -6.2% | +1.9% | -1.2% |
| 30D | -10.0% | +1.0% | -11.0% | -10.7% |
| 3M | -41.4% | +36.9% | -78.3% | -50.8% |
| 6M | -41.0% | +16.8% | -57.8% | -46.2% |
| YTD | -54.7% | +13.2% | -68.0% | -58.3% |
| 1Y | -45.3% | +1.4% | -46.8% | -47.2% |
| 3Y | +624.3% | -28.6% | +652.9% | +720.3% |
| 5Y | +329.1% | -47.0% | +376.1% | +389.6% |
| All | +329.1% | -46.4% | +375.5% | +389.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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