-10.3%
APP vs AAOX
-93.0%
+82.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +12.6% | -2.7% | +9.7% |
| 7D | +71.2% | -52.9% | +124.1% | +73.5% |
| 30D | +39.1% | -86.9% | +126.0% | +47.1% |
| 3M | +16.5% | -89.6% | +106.2% | +23.0% |
| 6M | -16.6% | -97.3% | +80.7% | -12.2% |
| All | -10.3% | -93.0% | +82.7% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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