-74.1%
OPEN vs AEE
+74.8%
-148.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -6.3% |
| 7D | -10.5% | -0.7% | -9.9% | -10.3% |
| 30D | -21.8% | -2.0% | -19.8% | -21.3% |
| 3M | -37.5% | -2.8% | -34.7% | -37.3% |
| 6M | -44.1% | -3.6% | -40.5% | -44.0% |
| YTD | -52.0% | +7.3% | -59.3% | -54.1% |
| 1Y | -52.2% | +8.7% | -60.9% | -54.5% |
| 3Y | -25.9% | +46.0% | -71.9% | -37.4% |
| 5Y | -85.1% | +39.8% | -124.8% | -86.8% |
| All | -74.1% | +74.8% | -148.9% | -76.2% |
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