+6.4%
AAL vs OPEN
-79.4%
+85.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.7% | +6.7% | +7.3% |
| 7D | +8.3% | -21.7% | +29.9% | +13.0% |
| 30D | +11.0% | -36.5% | +47.5% | +20.8% |
| 3M | -11.2% | -59.5% | +48.4% | +5.7% |
| 6M | +6.1% | -71.9% | +77.9% | +33.4% |
| YTD | -7.6% | -75.8% | +68.2% | +16.3% |
| All | +6.4% | -79.4% | +85.8% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling