-32.8%
AAL vs OPEN
-83.7%
+51.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | -3.7% | -4.3% | +0.5% | -3.2% |
| 30D | -20.8% | -16.2% | -4.6% | -18.9% |
| 3M | -1.3% | -36.4% | +35.1% | +4.5% |
| 6M | +5.4% | -35.5% | +40.8% | +10.7% |
| YTD | -14.4% | -46.0% | +31.6% | -8.5% |
| 1Y | +2.1% | -47.1% | +49.2% | +3.0% |
| 3Y | -10.6% | -19.0% | +8.5% | -29.6% |
| All | -32.8% | -83.7% | +51.0% | -40.8% |
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 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