-10.4%
BA vs OPEN
-86.9%
+76.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -1.7% | -21.7% | +19.9% | -0.2% |
| 30D | -9.5% | -36.5% | +27.0% | -6.7% |
| 3M | -26.5% | -59.5% | +33.1% | -21.7% |
| 6M | -27.4% | -71.9% | +44.5% | -20.9% |
| YTD | -20.6% | -75.8% | +55.2% | -13.2% |
| 1Y | -11.4% | -78.5% | +67.1% | -2.9% |
| 3Y | -10.8% | -30.2% | +19.4% | -23.8% |
| 5Y | -21.9% | -93.3% | +71.4% | -21.1% |
| All | -10.4% | -86.9% | +76.5% | -24.5% |
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