+653.5%
APP vs RGEN
-3.7%
+657.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.5% |
| 7D | +0.9% | -4.9% | +5.8% | +2.0% |
| 30D | -23.3% | +5.7% | -29.0% | -24.5% |
| 3M | -42.6% | +32.4% | -75.1% | -47.2% |
| 6M | -33.6% | +33.2% | -66.8% | -39.3% |
| YTD | -52.4% | +2.3% | -54.7% | -53.3% |
| 1Y | -35.9% | +39.0% | -74.9% | -41.8% |
| All | +653.5% | -3.7% | +657.3% | +658.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling