+396.9%
APP vs SGOV
+20.2%
+376.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +2.8% |
| 7D | +1.1% | 0.0% | +1.0% | +0.5% |
| 30D | +6.6% | +0.3% | +6.3% | +3.2% |
| 3M | -32.3% | +0.9% | -33.2% | -39.0% |
| 6M | -29.8% | +1.8% | -31.6% | -43.1% |
| YTD | -51.9% | +2.5% | -54.5% | -64.2% |
| 1Y | -43.3% | +3.8% | -47.1% | -64.0% |
| 3Y | +664.1% | +14.4% | +649.7% | +140.6% |
| 5Y | +318.7% | +20.2% | +298.5% | +730.5% |
| All | +396.9% | +20.2% | +376.7% | +876.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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