+528.8%
APP vs EOG
+159.7%
+369.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +4.7% |
| 7D | +79.2% | -6.0% | +85.1% | +80.5% |
| 30D | +48.0% | +0.9% | +47.1% | +47.2% |
| 3M | +18.2% | +10.9% | +7.3% | +15.5% |
| 6M | -12.5% | +15.8% | -28.3% | -16.1% |
| YTD | -39.2% | +45.8% | -85.0% | -45.4% |
| 1Y | -33.9% | +45.3% | -79.2% | -40.8% |
| 3Y | +933.3% | +36.2% | +897.1% | +842.4% |
| 5Y | +295.9% | +94.0% | +201.9% | +241.5% |
| All | +528.8% | +159.7% | +369.2% | +407.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling