+892.4%
APP vs RGEN
+15.5%
+876.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.0% | +6.9% | +9.1% |
| 7D | +71.2% | -1.9% | +73.2% | +71.5% |
| 30D | +39.1% | +3.7% | +35.3% | +37.4% |
| 3M | +16.5% | +8.8% | +7.7% | +13.3% |
| 6M | -16.6% | +38.0% | -54.5% | -24.8% |
| YTD | -41.9% | +5.9% | -47.8% | -43.8% |
| 1Y | -37.0% | +19.7% | -56.7% | -40.9% |
| 3Y | +892.4% | +20.5% | +871.9% | +759.9% |
| All | +892.4% | +15.5% | +876.9% | +759.9% |
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