+128.0%
BLK vs OPEN
-71.4%
+199.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -1.7% |
| 7D | -2.4% | +1.0% | -3.4% | -2.5% |
| 30D | -3.1% | -11.9% | +8.8% | -2.2% |
| 3M | +10.7% | -28.8% | +39.4% | +13.2% |
| 6M | +15.9% | -38.6% | +54.5% | +19.4% |
| YTD | +4.0% | -47.3% | +51.4% | +8.0% |
| 1Y | +1.3% | -49.2% | +50.4% | +2.2% |
| 3Y | +69.6% | -18.8% | +88.4% | +48.7% |
| 5Y | +33.8% | -83.6% | +117.4% | +18.6% |
| All | +128.0% | -71.4% | +199.4% | +101.6% |
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