+124.7%
BLK vs OPEN
-74.0%
+198.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -3.3% | -11.4% | +8.1% | -2.4% |
| 30D | -6.5% | -20.1% | +13.5% | -5.0% |
| 3M | +6.7% | -37.6% | +44.3% | +10.3% |
| 6M | +14.7% | -47.1% | +61.8% | +19.6% |
| YTD | +2.5% | -52.1% | +54.7% | +7.2% |
| 1Y | -2.8% | -73.5% | +70.7% | +4.9% |
| 3Y | +65.9% | -24.4% | +90.3% | +46.2% |
| 5Y | +33.0% | -85.1% | +118.1% | +18.7% |
| All | +124.7% | -74.0% | +198.7% | +100.2% |
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 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