+506.6%
APP vs OPEN
-93.5%
+600.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.1% | +3.6% | -2.0% |
| 7D | +61.1% | -24.7% | +85.8% | +68.4% |
| 30D | +42.8% | -41.0% | +83.8% | +57.4% |
| 3M | +16.7% | -62.4% | +79.0% | +41.6% |
| 6M | -15.6% | -73.9% | +58.3% | +11.0% |
| YTD | -41.3% | -77.5% | +36.2% | -21.2% |
| 1Y | -39.3% | -83.6% | +44.3% | -13.8% |
| 3Y | +803.2% | -37.0% | +840.2% | +471.4% |
| 5Y | +313.2% | -93.3% | +406.4% | +352.7% |
| All | +506.6% | -93.5% | +600.1% | +547.1% |
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