+105.1%
OSCR vs APD
+36.4%
+68.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.9% | +6.7% | +8.6% |
| 7D | +15.5% | +3.8% | +11.7% | +15.5% |
| 30D | +8.5% | +14.1% | -5.6% | +8.8% |
| 3M | +15.8% | +8.2% | +7.6% | +16.0% |
| 6M | +89.5% | +7.5% | +82.0% | +91.0% |
| YTD | +144.9% | +31.7% | +113.2% | +150.0% |
| 1Y | +105.1% | +35.1% | +70.0% | +113.1% |
| All | +105.1% | +36.4% | +68.7% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling