+527.5%
APP vs OPEN
-94.1%
+621.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.6% | +7.6% | +4.7% |
| 7D | +4.6% | -15.0% | +19.6% | +8.2% |
| 30D | +56.0% | -40.2% | +96.2% | +71.2% |
| 3M | +30.8% | -67.4% | +98.2% | +63.8% |
| 6M | -9.8% | -74.0% | +64.2% | +18.6% |
| YTD | -39.3% | -79.6% | +40.3% | -16.9% |
| 1Y | -26.4% | -86.1% | +59.7% | +8.6% |
| 3Y | +887.9% | -41.4% | +929.3% | +531.6% |
| 5Y | +264.1% | -94.9% | +359.0% | +322.9% |
| All | +527.5% | -94.1% | +621.6% | +582.8% |
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