+90.1%
AEP vs OPEN
-70.7%
+160.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | +1.8% | -4.3% | +6.0% | +1.8% |
| 30D | -0.8% | -16.2% | +15.4% | -0.6% |
| 3M | -1.8% | -36.4% | +34.5% | -1.4% |
| 6M | -5.4% | -35.5% | +30.1% | -5.0% |
| YTD | +10.4% | -46.0% | +56.4% | +11.0% |
| 1Y | +18.2% | -47.1% | +65.3% | +18.2% |
| 3Y | +79.0% | -19.0% | +98.0% | +74.6% |
| 5Y | +64.8% | -83.6% | +148.4% | +53.0% |
| All | +90.1% | -70.7% | +160.8% | +77.8% |
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