+41.9%
ACN vs OPEN
-87.8%
+129.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.1% | +8.7% | +2.1% |
| 7D | +1.6% | -24.7% | +26.3% | +3.2% |
| 30D | +24.6% | -41.0% | +65.6% | +28.5% |
| 3M | +46.2% | -62.4% | +108.5% | +55.0% |
| 6M | +46.2% | -73.9% | +120.0% | +58.1% |
| YTD | -0.9% | -77.5% | +76.7% | +7.7% |
| 1Y | +8.8% | -83.6% | +92.3% | +19.9% |
| 3Y | -14.3% | -37.0% | +22.8% | -23.5% |
| 5Y | -22.6% | -93.3% | +70.7% | -26.0% |
| All | +41.9% | -87.8% | +129.7% | +27.8% |
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 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