-39.3%
APP vs OPEN
-80.8%
+41.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.1% | +3.6% | -1.7% |
| 7D | +61.1% | -24.7% | +85.8% | +68.0% |
| 30D | +42.8% | -41.0% | +83.8% | +61.4% |
| 3M | +16.7% | -62.4% | +79.0% | +53.0% |
| 6M | -15.6% | -73.9% | +58.3% | +24.2% |
| YTD | -41.3% | -77.5% | +36.2% | -14.6% |
| 1Y | -39.3% | -83.6% | +44.3% | -7.6% |
| All | -39.3% | -80.8% | +41.6% | -7.6% |
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 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