+252.4%
APP vs OPEN
-94.2%
+346.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.2% | -1.9% | +1.4% |
| 7D | +48.9% | -31.1% | +80.0% | +58.7% |
| 30D | +49.4% | -34.7% | +84.1% | +61.0% |
| 3M | +27.0% | -61.9% | +88.9% | +53.7% |
| 6M | -15.4% | -71.9% | +56.5% | +9.3% |
| YTD | -39.9% | -76.6% | +36.7% | -20.2% |
| 1Y | -32.0% | -83.9% | +51.9% | -3.0% |
| 3Y | +824.3% | -34.4% | +858.7% | +472.8% |
| 5Y | +252.4% | -93.9% | +346.4% | +350.6% |
| All | +252.4% | -94.2% | +346.6% | +350.6% |
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