+590.4%
APH vs OPEN
-87.8%
+678.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.1% | +6.2% | -0.4% |
| 7D | -5.0% | -24.7% | +19.7% | -3.4% |
| 30D | -8.4% | -41.0% | +32.6% | -5.3% |
| 3M | -4.5% | -62.4% | +57.9% | +1.9% |
| 6M | +25.3% | -73.9% | +99.1% | +36.9% |
| YTD | +18.9% | -77.5% | +96.4% | +30.7% |
| 1Y | +11.9% | -83.6% | +95.5% | +25.3% |
| 3Y | +278.0% | -37.0% | +315.0% | +240.4% |
| 5Y | +306.4% | -93.3% | +399.7% | +293.9% |
| All | +590.4% | -87.8% | +678.2% | +525.6% |
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 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