-75.3%
NKE vs OPEN
-94.8%
+19.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.3% | +0.9% |
| 7D | -1.6% | -15.0% | +13.4% | -0.3% |
| 30D | +7.6% | -40.2% | +47.8% | +11.8% |
| 3M | -6.9% | -67.4% | +60.5% | +1.4% |
| 6M | -8.5% | -74.0% | +65.5% | +0.9% |
| YTD | -38.8% | -79.6% | +40.8% | -31.6% |
| 1Y | -40.6% | -86.1% | +45.5% | -31.9% |
| 3Y | -60.9% | -41.4% | -19.5% | -66.7% |
| All | -75.3% | -94.8% | +19.5% | -74.5% |
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