-25.5%
APP vs OPEN
-65.1%
+39.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -9.6% | +40.6% | +34.3% |
| 7D | +39.7% | -5.8% | +45.5% | +40.3% |
| 30D | +27.7% | -21.1% | +48.9% | +37.7% |
| 3M | -14.8% | -52.4% | +37.6% | +16.2% |
| 6M | -25.5% | -65.8% | +40.3% | +15.4% |
| All | -25.5% | -65.1% | +39.6% | +15.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling