+35.1%
AAPL vs OPEN
-50.2%
+85.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.2% |
| 7D | -3.0% | -2.9% | 0.0% | -2.9% |
| 30D | +2.3% | -13.8% | +16.1% | +2.7% |
| 3M | +8.6% | -30.9% | +39.5% | +9.6% |
| 6M | +21.6% | -40.9% | +62.5% | +22.9% |
| YTD | +16.3% | -48.5% | +64.9% | +17.7% |
| 1Y | +35.1% | -50.9% | +86.0% | +36.8% |
| All | +35.1% | -50.2% | +85.3% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling