-83.6%
OPEN vs AA
+4.5%
-88.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.4% | -2.7% | -5.7% |
| 7D | -24.7% | +1.2% | -26.0% | -24.9% |
| 30D | -41.0% | -5.0% | -36.0% | -40.1% |
| 3M | -62.4% | -22.2% | -40.1% | -59.3% |
| 6M | -73.9% | -36.3% | -37.5% | -70.4% |
| YTD | -77.5% | -24.2% | -53.4% | -78.7% |
| 1Y | -83.6% | +3.9% | -87.4% | -88.2% |
| All | -83.6% | +4.5% | -88.1% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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