+333.0%
APP vs COO
-38.8%
+371.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +3.0% |
| 7D | +0.9% | -2.2% | +3.1% | +2.0% |
| 30D | -23.3% | -7.0% | -16.3% | -20.3% |
| 3M | -42.6% | +12.2% | -54.8% | -46.8% |
| 6M | -33.6% | -15.1% | -18.5% | -28.1% |
| YTD | -52.4% | -15.1% | -37.3% | -48.6% |
| 1Y | -35.9% | +2.3% | -38.2% | -38.9% |
| 3Y | +642.2% | -23.7% | +665.9% | +680.8% |
| All | +333.0% | -38.8% | +371.7% | +373.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 5y: compounded portfolio wealth divided by compounded COO 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…
5y analysis · Full analysis span regression · 6 months rolling