+887.9%
APP vs AAOI
+456.8%
+431.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -5.6% | +9.5% | +4.8% |
| 7D | +4.6% | -0.5% | +5.0% | +4.4% |
| 30D | +56.0% | -42.1% | +98.2% | +67.9% |
| 3M | +30.8% | -61.6% | +92.5% | +48.5% |
| 6M | -9.8% | -77.6% | +67.8% | +8.5% |
| YTD | -39.3% | +43.1% | -82.4% | -56.0% |
| 1Y | -26.4% | +138.6% | -165.0% | -53.8% |
| 3Y | +887.9% | +353.5% | +534.4% | +303.2% |
| All | +887.9% | +456.8% | +431.1% | +303.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling