+892.4%
APP vs SO
+45.4%
+847.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +10.9% | +9.1% |
| 7D | +71.2% | -1.5% | +72.7% | +69.6% |
| 30D | +39.1% | +8.1% | +31.0% | +47.6% |
| 3M | +16.5% | +0.2% | +16.3% | +17.1% |
| 6M | -16.6% | +0.4% | -16.9% | -15.5% |
| YTD | -41.9% | +8.5% | -50.4% | -37.1% |
| 1Y | -37.0% | +4.9% | -42.0% | -33.3% |
| 3Y | +892.4% | +47.9% | +844.5% | +1,224.2% |
| All | +892.4% | +45.4% | +847.0% | +1,224.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 3y: compounded portfolio wealth divided by compounded SO 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…
3y analysis · Full analysis span regression · 6 months rolling