+503.8%
APP vs O
+23.4%
+480.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | +10.6% | -0.4% | +11.0% | +10.7% |
| 30D | +44.6% | +8.3% | +36.3% | +41.0% |
| 3M | +29.6% | -4.0% | +33.6% | +31.3% |
| 6M | -19.8% | -2.6% | -17.1% | -19.4% |
| YTD | -41.6% | +9.9% | -51.5% | -45.2% |
| 1Y | -32.7% | +9.8% | -42.5% | -37.0% |
| 3Y | +799.0% | +39.7% | +759.3% | +575.7% |
| 5Y | +250.4% | +9.2% | +241.2% | +224.3% |
| All | +503.8% | +23.4% | +480.4% | +410.7% |
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