-37.1%
APP vs OPEN
-79.4%
+42.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.6% |
| 7D | +79.2% | -21.7% | +100.8% | +85.4% |
| 30D | +48.0% | -36.5% | +84.5% | +64.2% |
| 3M | +18.2% | -59.5% | +77.8% | +52.3% |
| 6M | -12.5% | -71.9% | +59.4% | +26.4% |
| YTD | -39.2% | -75.8% | +36.7% | -13.1% |
| All | -37.1% | -79.4% | +42.3% | -5.9% |
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