-84.0%
OPEN vs ACI
-42.9%
-41.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.7% |
| 7D | -4.3% | +0.2% | -4.4% | -4.3% |
| 30D | -16.2% | +5.9% | -22.1% | -17.1% |
| 3M | -36.4% | -19.8% | -16.6% | -34.3% |
| 6M | -35.5% | -24.7% | -10.7% | -32.9% |
| YTD | -46.0% | -24.4% | -21.6% | -43.8% |
| 1Y | -47.1% | -31.5% | -15.7% | -44.4% |
| 3Y | -19.0% | -38.7% | +19.7% | -15.0% |
| All | -84.0% | -42.9% | -41.1% | -83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling