+520.8%
APP vs O
+24.0%
+496.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.3% | +2.3% |
| 7D | +48.9% | +0.6% | +48.4% | +48.7% |
| 30D | +49.4% | +9.4% | +40.0% | +45.3% |
| 3M | +27.0% | -2.4% | +29.4% | +28.0% |
| 6M | -15.4% | -1.9% | -13.5% | -15.2% |
| YTD | -39.9% | +10.5% | -50.4% | -43.8% |
| 1Y | -32.0% | +10.0% | -41.9% | -36.3% |
| 3Y | +824.3% | +40.5% | +783.9% | +593.6% |
| 5Y | +252.4% | +10.2% | +242.2% | +225.5% |
| All | +520.8% | +24.0% | +496.8% | +424.2% |
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