-58.6%
NKE vs OPEN
-74.0%
+15.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.5% |
| 7D | -4.2% | -11.4% | +7.3% | -3.3% |
| 30D | -8.2% | -20.1% | +11.9% | -6.7% |
| 3M | -19.1% | -37.6% | +18.5% | -16.5% |
| 6M | -32.6% | -47.1% | +14.4% | -29.8% |
| YTD | -40.7% | -52.1% | +11.4% | -38.0% |
| 1Y | -48.9% | -73.5% | +24.6% | -45.0% |
| 3Y | -59.2% | -24.4% | -34.8% | -64.5% |
| 5Y | -75.3% | -85.1% | +9.8% | -77.9% |
| All | -58.6% | -74.0% | +15.4% | -65.8% |
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