+528.8%
APP vs ON
+62.8%
+466.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +9.2% | -4.4% | +1.5% |
| 7D | +79.2% | -1.4% | +80.6% | +77.6% |
| 30D | +48.0% | -10.9% | +58.9% | +52.4% |
| 3M | +18.2% | -14.9% | +33.1% | +22.3% |
| 6M | -12.5% | -33.0% | +20.5% | -6.4% |
| YTD | -39.2% | +27.6% | -66.8% | -53.3% |
| 1Y | -33.9% | +44.5% | -78.4% | -52.3% |
| 3Y | +933.3% | +7.4% | +925.9% | +646.6% |
| 5Y | +295.9% | +18.7% | +277.1% | +150.8% |
| All | +528.8% | +62.8% | +466.0% | +254.5% |
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