+528.8%
APP vs OPEN
-93.0%
+621.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.6% |
| 7D | +79.2% | -21.7% | +100.8% | +85.6% |
| 30D | +48.0% | -36.5% | +84.5% | +60.6% |
| 3M | +18.2% | -59.5% | +77.8% | +41.3% |
| 6M | -12.5% | -71.9% | +59.4% | +13.2% |
| YTD | -39.2% | -75.8% | +36.7% | -19.6% |
| 1Y | -33.9% | -78.5% | +44.6% | -11.6% |
| 3Y | +933.3% | -30.2% | +963.5% | +537.0% |
| 5Y | +295.9% | -93.3% | +389.2% | +332.4% |
| All | +528.8% | -93.0% | +621.9% | +560.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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