-20.4%
AAL vs OPEN
-70.7%
+50.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.2% |
| 7D | -3.7% | -4.3% | +0.5% | -3.2% |
| 30D | -20.8% | -16.2% | -4.6% | -19.1% |
| 3M | -1.3% | -36.4% | +35.1% | +4.1% |
| 6M | +5.4% | -35.5% | +40.8% | +10.3% |
| YTD | -14.4% | -46.0% | +31.6% | -9.0% |
| 1Y | +2.1% | -47.1% | +49.2% | +3.1% |
| 3Y | -10.6% | -19.0% | +8.5% | -27.7% |
| 5Y | -32.2% | -83.6% | +51.4% | -42.6% |
| All | -20.4% | -70.7% | +50.3% | -40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling