-87.4%
OPEN vs AEE
+88.7%
-176.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | -31.1% | +0.2% | -31.2% | -31.1% |
| 30D | -34.7% | +9.7% | -44.4% | -36.7% |
| 3M | -61.9% | +5.8% | -67.7% | -62.6% |
| 6M | -71.9% | +4.5% | -76.3% | -72.5% |
| YTD | -76.6% | +15.8% | -92.4% | -78.2% |
| 1Y | -83.9% | +10.8% | -94.7% | -84.7% |
| 3Y | -34.4% | +62.8% | -97.2% | -46.4% |
| 5Y | -93.9% | +56.1% | -150.0% | -94.7% |
| All | -87.4% | +88.7% | -176.0% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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