+292.6%
APP vs OPEN
-93.8%
+386.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -21.8% | +31.7% | +14.7% |
| 7D | +71.2% | -22.2% | +93.4% | +77.7% |
| 30D | +39.1% | -38.3% | +77.4% | +52.0% |
| 3M | +16.5% | -59.4% | +75.9% | +39.5% |
| 6M | -16.6% | -74.4% | +57.8% | +10.6% |
| YTD | -41.9% | -76.0% | +34.0% | -22.9% |
| 1Y | -37.0% | -78.7% | +41.6% | -15.4% |
| 3Y | +892.4% | -30.0% | +922.4% | +493.0% |
| All | +292.6% | -93.8% | +386.4% | +552.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling