-52.2%
OPEN vs AEE
+9.0%
-61.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -6.6% |
| 7D | -10.5% | -0.7% | -9.9% | -10.5% |
| 30D | -21.8% | -2.0% | -19.8% | -21.7% |
| 3M | -37.5% | -2.8% | -34.7% | -38.5% |
| 6M | -44.1% | -3.6% | -40.5% | -45.2% |
| YTD | -52.0% | +7.3% | -59.3% | -61.2% |
| 1Y | -52.2% | +8.7% | -60.9% | -63.2% |
| All | -52.2% | +9.0% | -61.2% | -63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling