+16.4%
APH vs OPEN
-72.7%
+89.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +13.8% | -19.9% | -8.1% |
| 7D | -2.4% | +3.7% | -6.1% | -3.0% |
| 30D | -9.5% | -14.3% | +4.8% | -7.4% |
| 3M | -7.6% | -51.9% | +44.3% | +4.2% |
| 6M | +12.4% | -61.4% | +73.8% | +31.0% |
| YTD | +17.5% | -66.0% | +83.6% | +37.2% |
| 1Y | +16.4% | -71.4% | +87.8% | +38.2% |
| All | +16.4% | -72.7% | +89.1% | +38.2% |
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 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