-87.9%
OPEN vs ACI
+32.1%
-120.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.4% |
| 7D | -31.1% | -5.3% | -25.7% | -30.4% |
| 30D | -34.7% | +5.0% | -39.7% | -35.0% |
| 3M | -61.9% | +7.5% | -69.4% | -62.2% |
| 6M | -71.9% | -16.0% | -55.8% | -71.3% |
| YTD | -76.6% | -20.6% | -55.9% | -76.0% |
| 1Y | -83.9% | -23.5% | -60.4% | -83.5% |
| 3Y | -34.4% | -32.1% | -2.2% | -32.9% |
| 5Y | -93.9% | -42.5% | -51.4% | -93.8% |
| All | -87.9% | +32.1% | -120.0% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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