+91.2%
BKNG vs OPEN
-85.2%
+176.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | -10.0% | -11.4% | +1.4% | -9.2% |
| 30D | -18.1% | -20.1% | +2.0% | -16.7% |
| 3M | +6.3% | -37.6% | +43.9% | +9.8% |
| 6M | +0.8% | -47.1% | +47.9% | +5.1% |
| YTD | -18.4% | -52.1% | +33.7% | -14.7% |
| 1Y | -20.4% | -73.5% | +53.1% | -14.2% |
| 3Y | +39.5% | -24.4% | +63.9% | +23.2% |
| All | +91.2% | -85.2% | +176.5% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling