+39.8%
BKNG vs OPEN
-27.1%
+66.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.7% | +7.2% | +0.9% |
| 7D | -10.7% | -10.5% | -0.1% | -10.1% |
| 30D | -18.1% | -21.8% | +3.7% | -17.0% |
| 3M | +8.5% | -37.5% | +46.0% | +11.0% |
| 6M | -0.1% | -44.1% | +44.1% | +2.6% |
| YTD | -18.2% | -52.0% | +33.7% | -15.7% |
| 1Y | -19.9% | -52.2% | +32.4% | -18.6% |
| All | +39.8% | -27.1% | +66.9% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling