+391.7%
APP vs DINO
+254.1%
+137.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.4% |
| 7D | +0.9% | +5.7% | -4.8% | -0.2% |
| 30D | -23.3% | +27.8% | -51.1% | -27.0% |
| 3M | -42.6% | +45.6% | -88.3% | -47.0% |
| 6M | -33.6% | +88.5% | -122.1% | -42.3% |
| YTD | -52.4% | +134.1% | -186.5% | -61.0% |
| 1Y | -35.9% | +111.1% | -147.0% | -46.3% |
| 3Y | +642.2% | +109.1% | +533.1% | +494.4% |
| 5Y | +311.1% | +307.2% | +3.9% | +197.9% |
| All | +391.7% | +254.1% | +137.6% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 all: compounded portfolio wealth divided by compounded DINO 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…
all analysis · Full analysis span regression · 6 months rolling