+446.2%
APP vs OPEN
-91.2%
+537.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -9.6% | +40.6% | +33.2% |
| 7D | +39.7% | -5.8% | +45.5% | +40.8% |
| 30D | +27.7% | -21.1% | +48.9% | +33.7% |
| 3M | -14.8% | -52.4% | +37.6% | -0.2% |
| 6M | -25.5% | -65.8% | +40.3% | -6.7% |
| YTD | -47.2% | -69.3% | +22.1% | -33.0% |
| 1Y | -42.3% | -75.2% | +33.0% | -24.5% |
| 3Y | +806.8% | -14.4% | +821.2% | +442.1% |
| 5Y | +261.6% | -92.0% | +353.6% | +282.5% |
| All | +446.2% | -91.2% | +537.3% | +450.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling