+1,032.0%
ASX vs OPEN
-87.3%
+1,119.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.2% | +2.4% | +6.2% |
| 7D | +0.8% | -31.1% | +31.9% | +4.1% |
| 30D | -20.4% | -34.7% | +14.3% | -17.7% |
| 3M | -2.1% | -61.9% | +59.7% | +6.3% |
| 6M | +8.2% | -71.9% | +80.1% | +20.7% |
| YTD | +137.3% | -76.6% | +213.9% | +166.8% |
| 1Y | +155.0% | -83.9% | +238.9% | +195.0% |
| 3Y | +397.9% | -34.4% | +432.3% | +327.9% |
| 5Y | +529.2% | -93.9% | +623.2% | +518.8% |
| All | +1,032.0% | -87.3% | +1,119.3% | +907.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling