-26.4%
APP vs MOH
+49.5%
-76.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +3.9% |
| 7D | +4.6% | +0.2% | +4.3% | +4.6% |
| 30D | +56.0% | +0.1% | +55.9% | +55.8% |
| 3M | +30.8% | +1.8% | +29.0% | +30.9% |
| 6M | -9.8% | +9.1% | -18.9% | -7.6% |
| YTD | -39.3% | +20.7% | -60.0% | -33.4% |
| 1Y | -26.4% | +51.3% | -77.7% | -19.4% |
| All | -26.4% | +49.5% | -76.0% | -19.4% |
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