+75.5%
OSCR vs APD
+6.0%
+69.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | +5.8% | -2.2% | +8.1% | +6.1% |
| 30D | +7.1% | +2.1% | +5.0% | +6.8% |
| 3M | +36.7% | +7.2% | +29.5% | +36.2% |
| 6M | +114.3% | +11.2% | +103.0% | +111.2% |
| YTD | +124.4% | +24.4% | +100.0% | +115.3% |
| 1Y | +75.5% | +6.7% | +68.8% | +110.3% |
| All | +75.5% | +6.0% | +69.4% | +110.3% |
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