-21.7%
AAL vs OPEN
-71.4%
+49.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.9% | -1.4% |
| 7D | -0.3% | +1.0% | -1.3% | -0.4% |
| 30D | -19.0% | -11.9% | -7.1% | -17.7% |
| 3M | -5.1% | -28.8% | +23.7% | -1.2% |
| 6M | +15.5% | -38.6% | +54.1% | +21.7% |
| YTD | -15.8% | -47.3% | +31.6% | -10.2% |
| 1Y | -0.3% | -49.2% | +48.9% | +1.3% |
| 3Y | -7.7% | -18.8% | +11.1% | -25.4% |
| 5Y | -32.5% | -83.6% | +51.1% | -42.8% |
| All | -21.7% | -71.4% | +49.7% | -40.9% |
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