+544.1%
APH vs OPEN
-87.0%
+631.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -21.8% | +25.9% | +5.7% |
| 7D | -5.9% | -22.2% | +16.3% | -4.6% |
| 30D | -14.8% | -38.3% | +23.5% | -12.2% |
| 3M | -12.4% | -59.4% | +46.9% | -7.0% |
| 6M | +8.1% | -74.4% | +82.4% | +18.3% |
| YTD | +10.9% | -76.0% | +86.9% | +21.4% |
| 1Y | +8.8% | -78.7% | +87.4% | +19.5% |
| 3Y | +262.1% | -30.0% | +292.1% | +223.3% |
| 5Y | +283.1% | -93.7% | +376.9% | +272.0% |
| All | +544.1% | -87.0% | +631.1% | +480.9% |
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