+933.3%
APP vs OPEN
-35.0%
+968.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.7% |
| 7D | +79.2% | -21.7% | +100.8% | +82.5% |
| 30D | +48.0% | -36.5% | +84.5% | +54.7% |
| 3M | +18.2% | -59.5% | +77.8% | +30.4% |
| 6M | -12.5% | -71.9% | +59.4% | +0.7% |
| YTD | -39.2% | -75.8% | +36.7% | -29.3% |
| 1Y | -33.9% | -78.5% | +44.6% | -22.7% |
| 3Y | +933.3% | -30.2% | +963.5% | +679.5% |
| All | +933.3% | -35.0% | +968.3% | +679.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling