-55.4%
APP vs OPEN
-72.7%
+17.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +13.8% | -3.1% | +5.9% |
| 7D | +4.5% | +3.7% | +0.9% | +3.2% |
| 30D | -3.6% | -14.3% | +10.7% | +0.9% |
| 3M | -35.3% | -51.9% | +16.7% | -18.2% |
| 6M | -42.8% | -61.4% | +18.6% | -23.5% |
| YTD | -59.7% | -66.0% | +6.4% | -46.6% |
| 1Y | -55.4% | -71.4% | +16.0% | -39.3% |
| All | -55.4% | -72.7% | +17.3% | -39.3% |
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 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