+11.3%
APH vs OPEN
-82.9%
+94.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.2% | -5.0% | -1.3% |
| 7D | +0.4% | -31.1% | +31.4% | +5.1% |
| 30D | -8.0% | -34.7% | +26.7% | -3.2% |
| 3M | -5.0% | -61.9% | +56.9% | +9.9% |
| 6M | +29.9% | -71.9% | +101.8% | +57.6% |
| YTD | +18.0% | -76.6% | +94.6% | +44.6% |
| 1Y | +11.3% | -83.9% | +95.2% | +43.4% |
| All | +11.3% | -82.9% | +94.2% | +43.4% |
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