+8.8%
APH vs OPEN
-81.0%
+89.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -21.8% | +25.9% | +6.9% |
| 7D | -5.9% | -22.2% | +16.3% | -3.4% |
| 30D | -14.8% | -38.3% | +23.5% | -9.4% |
| 3M | -12.4% | -59.4% | +46.9% | 0.0% |
| 6M | +8.1% | -74.4% | +82.4% | +33.1% |
| YTD | +10.9% | -76.0% | +86.9% | +35.2% |
| 1Y | +8.8% | -78.7% | +87.4% | +34.1% |
| All | +8.8% | -81.0% | +89.7% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling