-72.8%
OPEN vs ACI
+21.8%
-94.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.7% | -2.1% |
| 7D | +1.0% | -2.6% | +3.6% | +1.3% |
| 30D | -11.9% | +1.1% | -13.0% | -12.0% |
| 3M | -28.8% | -23.6% | -5.1% | -26.6% |
| 6M | -38.6% | -29.9% | -8.7% | -36.2% |
| YTD | -47.3% | -26.9% | -20.5% | -45.6% |
| 1Y | -49.2% | -34.2% | -14.9% | -47.0% |
| 3Y | -18.8% | -43.6% | +24.8% | -14.8% |
| 5Y | -83.6% | -42.4% | -41.2% | -83.1% |
| All | -72.8% | +21.8% | -94.6% | -72.1% |
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