+803.2%
APP vs ON
+6.3%
+796.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.3% | -3.7% |
| 7D | +61.1% | -4.1% | +65.2% | +61.3% |
| 30D | +42.8% | -10.2% | +53.0% | +45.1% |
| 3M | +16.7% | -12.7% | +29.4% | +18.5% |
| 6M | -15.6% | -32.5% | +17.0% | -12.3% |
| YTD | -41.3% | +28.6% | -69.9% | -51.1% |
| 1Y | -39.3% | +43.4% | -82.7% | -51.3% |
| 3Y | +803.2% | +3.3% | +799.9% | +559.4% |
| All | +803.2% | +6.3% | +796.9% | +559.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling