-6.4%
JD vs OPEN
-79.4%
+73.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.5% |
| 7D | +7.9% | -21.7% | +29.6% | +8.9% |
| 30D | +4.8% | -36.5% | +41.2% | +7.0% |
| 3M | -13.9% | -59.5% | +45.6% | -9.9% |
| 6M | -5.8% | -71.9% | +66.0% | +0.5% |
| YTD | +2.4% | -75.8% | +78.2% | +9.4% |
| All | -6.4% | -79.4% | +73.0% | +1.9% |
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