+276.1%
AAPL vs OPEN
-70.7%
+346.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | +0.1% | -4.3% | +4.3% | +0.4% |
| 30D | +3.0% | -16.2% | +19.2% | +4.2% |
| 3M | +2.9% | -36.4% | +39.3% | +5.8% |
| 6M | +22.1% | -35.5% | +57.6% | +25.0% |
| YTD | +18.0% | -46.0% | +64.0% | +21.8% |
| 1Y | +33.9% | -47.1% | +81.1% | +33.8% |
| 3Y | +71.2% | -19.0% | +90.2% | +48.9% |
| 5Y | +112.6% | -83.6% | +196.2% | +90.9% |
| All | +276.1% | -70.7% | +346.8% | +226.2% |
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