+298.1%
APP vs SCCO
+243.3%
+54.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.4% | +5.0% |
| 7D | +4.6% | -1.9% | +6.5% | +5.4% |
| 30D | +56.0% | -17.4% | +73.5% | +68.4% |
| 3M | +30.8% | -11.7% | +42.5% | +35.2% |
| 6M | -9.8% | -12.1% | +2.3% | -8.1% |
| YTD | -39.3% | +20.9% | -60.2% | -48.3% |
| 1Y | -26.4% | +31.3% | -57.8% | -39.9% |
| 3Y | +887.9% | +170.3% | +717.6% | +449.0% |
| All | +298.1% | +243.3% | +54.8% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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