-14.1%
AAL vs OPEN
-86.9%
+72.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.7% | +6.7% | +7.3% |
| 7D | +8.3% | -21.7% | +29.9% | +11.2% |
| 30D | +11.0% | -36.5% | +47.5% | +16.9% |
| 3M | -11.2% | -59.5% | +48.4% | -1.0% |
| 6M | +6.1% | -71.9% | +77.9% | +23.1% |
| YTD | -7.6% | -75.8% | +68.2% | +8.1% |
| 1Y | +3.7% | -78.5% | +82.2% | +22.1% |
| 3Y | +20.5% | -30.2% | +50.7% | -2.1% |
| 5Y | -36.4% | -93.3% | +56.9% | -40.2% |
| All | -14.1% | -86.9% | +72.8% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling