+520.8%
APP vs ON
+73.5%
+447.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.8% | -3.4% | +0.3% |
| 7D | +48.9% | +3.3% | +45.6% | +45.2% |
| 30D | +49.4% | -3.1% | +52.6% | +49.3% |
| 3M | +27.0% | -9.2% | +36.2% | +28.4% |
| 6M | -15.4% | -31.4% | +16.0% | -10.0% |
| YTD | -39.9% | +36.0% | -75.9% | -54.9% |
| 1Y | -32.0% | +52.0% | -84.0% | -51.8% |
| 3Y | +824.3% | +9.3% | +815.1% | +569.8% |
| 5Y | +252.4% | +26.5% | +225.9% | +118.1% |
| All | +520.8% | +73.5% | +447.3% | +242.0% |
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