+613.7%
APH vs OPEN
-70.7%
+684.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.8% |
| 7D | +5.0% | -4.3% | +9.2% | +5.3% |
| 30D | -3.9% | -16.2% | +12.3% | -2.7% |
| 3M | +13.0% | -36.4% | +49.3% | +16.4% |
| 6M | +25.2% | -35.5% | +60.6% | +28.5% |
| YTD | +22.9% | -46.0% | +68.9% | +27.4% |
| 1Y | +47.8% | -47.1% | +95.0% | +49.0% |
| 3Y | +283.0% | -19.0% | +302.0% | +241.7% |
| 5Y | +349.7% | -83.6% | +433.2% | +309.0% |
| All | +613.7% | -70.7% | +684.4% | +509.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling