+296.4%
APH vs OPEN
-94.5%
+390.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.5% | +9.9% | +1.1% |
| 7D | +11.1% | -31.0% | +42.1% | +13.9% |
| 30D | -7.3% | -41.5% | +34.2% | -4.0% |
| 3M | -6.2% | -64.6% | +58.5% | +1.0% |
| 6M | +24.9% | -73.8% | +98.7% | +37.1% |
| YTD | +18.4% | -78.8% | +97.2% | +31.4% |
| 1Y | +13.0% | -86.8% | +99.8% | +29.4% |
| 3Y | +276.4% | -40.6% | +317.0% | +235.5% |
| 5Y | +296.4% | -94.7% | +391.1% | +314.3% |
| All | +296.4% | -94.5% | +390.9% | +314.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling