-49.2%
OPEN vs ACI
-33.6%
-15.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.7% | -1.7% |
| 7D | +1.0% | -2.6% | +3.6% | +1.7% |
| 30D | -11.9% | +1.1% | -13.0% | -12.2% |
| 3M | -28.8% | -23.6% | -5.1% | -24.1% |
| 6M | -38.6% | -29.9% | -8.7% | -32.7% |
| YTD | -47.3% | -26.9% | -20.5% | -43.7% |
| 1Y | -49.2% | -34.2% | -14.9% | -18.9% |
| All | -49.2% | -33.6% | -15.6% | -18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling