+803.3%
APP vs OPEN
-17.5%
+820.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -9.6% | +40.6% | +32.2% |
| 7D | +39.7% | -5.8% | +45.5% | +40.3% |
| 30D | +27.7% | -21.1% | +48.9% | +31.0% |
| 3M | -14.8% | -52.4% | +37.6% | -7.0% |
| 6M | -25.5% | -65.8% | +40.3% | -15.8% |
| YTD | -47.2% | -69.3% | +22.1% | -39.9% |
| 1Y | -42.3% | -75.2% | +33.0% | -33.5% |
| All | +803.3% | -17.5% | +820.9% | +586.0% |
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