+171.9%
BKNG vs OPEN
-72.1%
+244.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.3% | -1.5% | -3.6% |
| 7D | -13.1% | -2.9% | -10.2% | -12.9% |
| 30D | -18.5% | -13.8% | -4.7% | -17.7% |
| 3M | +5.8% | -30.9% | +36.6% | +8.2% |
| 6M | -2.1% | -40.9% | +38.8% | +1.0% |
| YTD | -18.6% | -48.5% | +29.9% | -15.6% |
| 1Y | -21.7% | -50.9% | +29.2% | -20.6% |
| 3Y | +40.9% | -20.6% | +61.5% | +25.2% |
| 5Y | +91.0% | -84.2% | +175.1% | +74.7% |
| All | +171.9% | -72.1% | +244.0% | +133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling