-78.7%
OPEN vs AG
+40.6%
-119.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.8% | -23.6% | -22.6% |
| 7D | -22.2% | +6.3% | -28.5% | -24.2% |
| 30D | -38.3% | -8.9% | -29.4% | -35.9% |
| 3M | -59.4% | -12.2% | -47.2% | -57.3% |
| 6M | -74.4% | -28.3% | -46.1% | -71.1% |
| YTD | -76.0% | -8.8% | -67.2% | -78.7% |
| 1Y | -78.7% | +39.4% | -118.0% | -85.5% |
| All | -78.7% | +40.6% | -119.3% | -85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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