+506.6%
APP vs ON
+64.0%
+442.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.3% | -3.8% |
| 7D | +61.1% | -4.1% | +65.2% | +61.3% |
| 30D | +42.8% | -10.2% | +53.0% | +46.7% |
| 3M | +16.7% | -12.7% | +29.4% | +19.5% |
| 6M | -15.6% | -32.5% | +17.0% | -10.0% |
| YTD | -41.3% | +28.6% | -69.9% | -55.1% |
| 1Y | -39.3% | +43.4% | -82.7% | -56.0% |
| 3Y | +803.2% | +3.3% | +799.9% | +567.9% |
| 5Y | +313.2% | +22.5% | +290.6% | +159.4% |
| All | +506.6% | +64.0% | +442.6% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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