-89.0%
OPEN vs AGI
+296.0%
-385.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -3.5% |
| 7D | -15.0% | -10.1% | -4.9% | -11.8% |
| 30D | -40.2% | -6.5% | -33.7% | -39.0% |
| 3M | -67.4% | -12.8% | -54.6% | -65.9% |
| 6M | -74.0% | -34.3% | -39.7% | -70.5% |
| YTD | -79.6% | -25.6% | -54.0% | -78.0% |
| 1Y | -86.1% | -14.2% | -71.9% | -85.7% |
| 3Y | -41.4% | +127.3% | -168.7% | -58.9% |
| 5Y | -94.9% | +241.8% | -336.6% | -96.9% |
| All | -89.0% | +296.0% | -385.0% | -93.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling