+619.5%
APP vs AAOI
+793.5%
-174.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.7% |
| 7D | -4.4% | +4.7% | -9.0% | -5.2% |
| 30D | -10.0% | -18.7% | +8.7% | -7.6% |
| 3M | -41.4% | -33.7% | -7.7% | -39.1% |
| 6M | -41.0% | -2.4% | -38.6% | -46.6% |
| YTD | -54.7% | +209.6% | -264.3% | -69.9% |
| 1Y | -45.3% | +355.0% | -400.4% | -68.8% |
| All | +619.5% | +793.5% | -174.0% | +193.9% |
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