+518.6%
APH vs OPEN
-83.3%
+602.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.6% | +0.3% | -8.6% |
| 7D | -12.7% | -5.8% | -6.9% | -12.4% |
| 30D | -19.2% | -21.1% | +2.0% | -18.0% |
| 3M | -16.7% | -52.4% | +35.7% | -12.3% |
| 6M | +5.1% | -65.8% | +70.9% | +13.0% |
| YTD | +6.6% | -69.3% | +75.9% | +14.8% |
| 1Y | +3.9% | -75.2% | +79.1% | +13.2% |
| 3Y | +246.0% | -14.4% | +260.4% | +205.5% |
| 5Y | +268.0% | -92.0% | +360.0% | +251.9% |
| All | +518.6% | -83.3% | +602.0% | +449.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling