+575.5%
APH vs OPEN
-88.9%
+664.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -1.5% |
| 7D | +4.9% | -15.0% | +19.9% | +6.1% |
| 30D | -5.4% | -40.2% | +34.8% | -2.4% |
| 3M | -5.5% | -67.4% | +61.9% | +2.0% |
| 6M | +25.9% | -74.0% | +99.9% | +37.6% |
| YTD | +16.4% | -79.6% | +95.9% | +28.7% |
| 1Y | +16.5% | -86.1% | +102.6% | +32.0% |
| 3Y | +270.9% | -41.4% | +312.2% | +235.4% |
| 5Y | +289.5% | -94.9% | +384.4% | +283.3% |
| All | +575.5% | -88.9% | +664.4% | +516.1% |
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