-70.8%
OPEN vs AEE
+76.1%
-146.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.3% | +0.3% | -4.6% | -4.4% |
| 30D | -16.2% | -2.3% | -13.9% | -15.6% |
| 3M | -36.4% | +0.2% | -36.6% | -36.9% |
| 6M | -35.5% | -4.7% | -30.7% | -35.0% |
| YTD | -46.0% | +8.1% | -54.1% | -48.5% |
| 1Y | -47.1% | +8.5% | -55.7% | -49.6% |
| 3Y | -19.0% | +48.9% | -67.9% | -31.9% |
| 5Y | -83.6% | +39.9% | -123.5% | -85.6% |
| All | -70.8% | +76.1% | -146.9% | -73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling