+391.7%
APP vs OPEN
-84.4%
+476.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | +0.9% | -4.3% | +5.1% | +1.8% |
| 30D | -23.3% | -16.2% | -7.1% | -20.0% |
| 3M | -42.6% | -36.4% | -6.3% | -36.7% |
| 6M | -33.6% | -35.5% | +1.8% | -27.4% |
| YTD | -52.4% | -46.0% | -6.5% | -46.3% |
| 1Y | -35.9% | -47.1% | +11.3% | -35.7% |
| 3Y | +642.2% | -19.0% | +661.2% | +384.7% |
| 5Y | +311.1% | -83.6% | +394.7% | +275.4% |
| All | +391.7% | -84.4% | +476.1% | +341.0% |
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 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