+500.0%
APP vs O
+22.9%
+477.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.6% | +10.1% |
| 7D | +71.2% | +3.7% | +67.5% | +69.4% |
| 30D | +39.1% | +11.2% | +27.9% | +34.5% |
| 3M | +16.5% | -4.0% | +20.5% | +18.0% |
| 6M | -16.6% | -5.2% | -11.3% | -15.5% |
| YTD | -41.9% | +9.5% | -51.4% | -45.5% |
| 1Y | -37.0% | +10.6% | -47.6% | -41.4% |
| 3Y | +892.4% | +38.1% | +854.3% | +651.6% |
| 5Y | +297.3% | +10.2% | +287.1% | +267.3% |
| All | +500.0% | +22.9% | +477.1% | +408.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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