-47.1%
OPEN vs AGI
+17.6%
-64.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.3% |
| 7D | -4.3% | +0.6% | -4.9% | -4.5% |
| 30D | -16.2% | +18.2% | -34.5% | -20.9% |
| 3M | -36.4% | -4.1% | -32.2% | -35.5% |
| 6M | -35.5% | -28.7% | -6.7% | -28.9% |
| YTD | -46.0% | -4.0% | -42.0% | -46.4% |
| 1Y | -47.1% | +17.4% | -64.6% | -38.8% |
| All | -47.1% | +17.6% | -64.8% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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