+506.6%
APP vs EOG
+165.0%
+341.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.8% |
| 7D | +61.1% | -2.4% | +63.5% | +61.4% |
| 30D | +42.8% | +2.9% | +39.8% | +41.6% |
| 3M | +16.7% | +7.2% | +9.4% | +14.8% |
| 6M | -15.6% | +18.2% | -33.8% | -19.3% |
| YTD | -41.3% | +48.9% | -90.2% | -47.5% |
| 1Y | -39.3% | +46.7% | -86.0% | -45.6% |
| 3Y | +803.2% | +37.4% | +765.8% | +723.0% |
| 5Y | +313.2% | +103.9% | +209.2% | +253.9% |
| All | +506.6% | +165.0% | +341.6% | +387.8% |
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