+283.9%
AAPL vs OPEN
-74.0%
+357.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.7% | +10.2% | +4.0% |
| 7D | -0.5% | -10.5% | +10.0% | +0.3% |
| 30D | +7.1% | -21.8% | +28.9% | +8.9% |
| 3M | +12.1% | -37.5% | +49.6% | +15.4% |
| 6M | +25.4% | -44.1% | +69.5% | +29.7% |
| YTD | +20.5% | -52.0% | +72.4% | +25.3% |
| 1Y | +44.5% | -52.2% | +96.7% | +45.5% |
| 3Y | +85.8% | -25.9% | +111.7% | +62.4% |
| 5Y | +124.8% | -85.1% | +209.8% | +103.1% |
| All | +283.9% | -74.0% | +357.9% | +235.7% |
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