+596.9%
APH vs OPEN
-86.9%
+683.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +8.2% |
| 7D | +1.1% | -21.7% | +22.8% | +2.5% |
| 30D | -7.5% | -36.5% | +29.0% | -4.9% |
| 3M | -4.4% | -59.5% | +55.1% | +1.5% |
| 6M | +26.5% | -71.9% | +98.3% | +37.5% |
| YTD | +20.0% | -75.8% | +95.9% | +31.3% |
| 1Y | +16.9% | -78.5% | +95.4% | +28.3% |
| 3Y | +288.5% | -30.2% | +318.7% | +247.2% |
| 5Y | +310.3% | -93.3% | +403.6% | +297.0% |
| All | +596.9% | -86.9% | +683.8% | +528.3% |
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