+98.8%
AEP vs OPEN
-87.3%
+186.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | +1.0% |
| 7D | +0.7% | -31.1% | +31.8% | +1.1% |
| 30D | +4.8% | -34.7% | +39.5% | +5.2% |
| 3M | +5.4% | -61.9% | +67.2% | +6.4% |
| 6M | +0.4% | -71.9% | +72.2% | +1.6% |
| YTD | +15.5% | -76.6% | +92.1% | +17.1% |
| 1Y | +8.5% | -83.9% | +92.4% | +10.5% |
| 3Y | +84.6% | -34.4% | +119.0% | +80.9% |
| 5Y | +86.9% | -93.9% | +180.9% | +73.7% |
| All | +98.8% | -87.3% | +186.1% | +87.6% |
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