+318.1%
AAPL vs OPEN
-87.3%
+405.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.2% | -2.2% | +1.7% |
| 7D | +1.8% | -31.1% | +32.8% | +4.2% |
| 30D | +4.3% | -34.7% | +39.0% | +7.0% |
| 3M | +16.6% | -61.9% | +78.5% | +24.1% |
| 6M | +21.6% | -71.9% | +93.5% | +31.7% |
| YTD | +31.2% | -76.6% | +107.8% | +42.9% |
| 1Y | +29.6% | -83.9% | +113.5% | +44.4% |
| 3Y | +93.1% | -34.4% | +127.5% | +66.4% |
| 5Y | +146.2% | -93.9% | +240.2% | +137.2% |
| All | +318.1% | -87.3% | +405.4% | +282.8% |
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 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