+3.3%
BLK vs OPEN
-38.6%
+41.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.4% |
| 7D | -3.6% | -4.3% | +0.6% | -3.4% |
| 30D | -1.0% | -16.2% | +15.2% | 0.0% |
| 3M | +10.4% | -36.4% | +46.7% | +12.9% |
| 6M | +8.2% | -35.5% | +43.6% | +10.3% |
| YTD | +6.0% | -46.0% | +52.0% | +8.8% |
| 1Y | +3.3% | -47.1% | +50.5% | +5.2% |
| All | +3.3% | -38.6% | +41.9% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling