-40.8%
AAL vs OPEN
-93.8%
+53.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -21.8% | +23.7% | +5.0% |
| 7D | +4.6% | -22.2% | +26.8% | +7.9% |
| 30D | +2.6% | -38.3% | +40.9% | +9.1% |
| 3M | -17.8% | -59.4% | +41.6% | -7.4% |
| 6M | +1.9% | -74.4% | +76.2% | +21.5% |
| YTD | -14.0% | -76.0% | +62.0% | +2.3% |
| 1Y | +0.2% | -78.7% | +78.9% | +20.0% |
| 3Y | +13.0% | -30.0% | +43.0% | -12.8% |
| All | -40.8% | -93.8% | +53.0% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling