+528.8%
APP vs RGEN
-14.4%
+543.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.1% | +1.7% | +3.6% |
| 7D | +79.2% | +3.5% | +75.7% | +76.1% |
| 30D | +48.0% | +2.9% | +45.1% | +45.9% |
| 3M | +18.2% | +9.2% | +9.0% | +12.9% |
| 6M | -12.5% | +44.9% | -57.4% | -27.1% |
| YTD | -39.2% | +9.2% | -48.4% | -42.8% |
| 1Y | -33.9% | +25.3% | -59.2% | -41.4% |
| 3Y | +933.3% | +21.7% | +911.5% | +736.7% |
| 5Y | +295.9% | -34.5% | +330.4% | +301.3% |
| All | +528.8% | -14.4% | +543.3% | +454.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling