-35.9%
APP vs MOH
+18.1%
-54.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.3% | +2.1% |
| 7D | +0.9% | +0.4% | +0.5% | +1.0% |
| 30D | -23.3% | +2.9% | -26.2% | -22.9% |
| 3M | -42.6% | +4.1% | -46.8% | -41.8% |
| 6M | -33.6% | +33.8% | -67.4% | -28.4% |
| YTD | -52.4% | +15.7% | -68.1% | -49.3% |
| 1Y | -35.9% | +17.5% | -53.4% | -28.3% |
| All | -35.9% | +18.1% | -54.0% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling