-56.8%
NKE vs OPEN
-70.7%
+13.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | -2.0% | -4.3% | +2.3% | -1.7% |
| 30D | -8.6% | -16.2% | +7.6% | -7.4% |
| 3M | -11.0% | -36.4% | +25.3% | -8.4% |
| 6M | -33.2% | -35.5% | +2.2% | -31.5% |
| YTD | -38.1% | -46.0% | +7.8% | -35.9% |
| 1Y | -47.4% | -47.1% | -0.2% | -47.2% |
| 3Y | -59.8% | -19.0% | -40.8% | -65.1% |
| 5Y | -74.2% | -83.6% | +9.3% | -77.1% |
| All | -56.8% | -70.7% | +13.9% | -64.6% |
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