+382.3%
APP vs AAOI
+1,137.0%
-754.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.3% | +7.4% | +3.9% |
| 7D | +0.3% | +2.9% | -2.6% | -0.3% |
| 30D | -1.3% | -23.1% | +21.8% | +2.4% |
| 3M | -36.2% | -41.0% | +4.8% | -32.1% |
| 6M | -34.1% | -14.3% | -19.8% | -38.8% |
| YTD | -53.3% | +196.3% | -249.6% | -68.4% |
| 1Y | -44.5% | +272.6% | -317.2% | -65.9% |
| 3Y | +646.7% | +775.3% | -128.7% | +215.0% |
| 5Y | +306.4% | +1,290.2% | -983.8% | +19.0% |
| All | +382.3% | +1,137.0% | -754.7% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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