+30.9%
BLK vs OPEN
-85.3%
+116.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.3% |
| 7D | -5.2% | -10.5% | +5.4% | -4.3% |
| 30D | -7.0% | -21.8% | +14.7% | -5.2% |
| 3M | +5.7% | -37.5% | +43.2% | +9.4% |
| 6M | +11.0% | -44.1% | +55.1% | +15.5% |
| YTD | +0.9% | -52.0% | +52.9% | +5.8% |
| 1Y | -1.6% | -52.2% | +50.6% | -0.2% |
| 3Y | +64.5% | -25.9% | +90.4% | +43.4% |
| 5Y | +30.9% | -85.1% | +115.9% | +15.0% |
| All | +30.9% | -85.3% | +116.1% | +15.0% |
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 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