+91.5%
OSCR vs APD
+22.2%
+69.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.9% |
| 7D | +1.6% | -3.3% | +4.9% | +3.0% |
| 30D | +10.7% | -4.2% | +14.8% | +12.6% |
| 3M | +13.4% | +5.4% | +7.9% | +10.6% |
| 6M | +144.6% | +6.3% | +138.3% | +136.4% |
| YTD | +128.0% | +20.3% | +107.7% | +107.8% |
| 1Y | +68.7% | +1.6% | +67.1% | +65.9% |
| 3Y | +398.8% | +4.0% | +394.8% | +366.0% |
| All | +91.5% | +22.2% | +69.3% | +59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling