+887.9%
APP vs O
+39.0%
+848.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.7% | +3.7% |
| 7D | +4.6% | -0.4% | +4.9% | +4.5% |
| 30D | +56.0% | +7.1% | +48.9% | +59.2% |
| 3M | +30.8% | -5.2% | +36.1% | +28.2% |
| 6M | -9.8% | -1.8% | -8.0% | -10.3% |
| YTD | -39.3% | +9.1% | -48.4% | -38.7% |
| 1Y | -26.4% | +9.7% | -36.1% | -25.7% |
| 3Y | +887.9% | +39.1% | +848.8% | +837.3% |
| All | +887.9% | +39.0% | +848.9% | +837.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling