-26.3%
APH vs OPEN
-38.6%
+12.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.6% | -46.2% | -47.7% |
| 7D | -48.7% | -6.8% | -41.9% | -48.4% |
| 30D | -51.9% | -16.2% | -35.7% | -51.4% |
| 3M | -43.6% | -36.4% | -7.2% | -42.0% |
| 6M | -37.5% | -35.5% | -2.1% | -35.9% |
| YTD | -38.6% | -46.0% | +7.3% | -36.8% |
| 1Y | -26.3% | -47.1% | +20.8% | -23.3% |
| All | -26.3% | -38.6% | +12.3% | -23.3% |
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