-41.4%
OPEN vs ACI
-31.5%
-9.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.9% | -3.5% |
| 7D | -15.0% | +2.3% | -17.3% | -15.3% |
| 30D | -40.2% | +1.2% | -41.4% | -40.1% |
| 3M | -67.4% | +6.8% | -74.2% | -67.5% |
| 6M | -74.0% | -18.7% | -55.3% | -73.8% |
| YTD | -79.6% | -20.2% | -59.4% | -79.4% |
| 1Y | -86.1% | -23.7% | -62.4% | -86.0% |
| 3Y | -41.4% | -31.6% | -9.7% | -44.8% |
| All | -41.4% | -31.5% | -9.9% | -44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling