-32.8%
OPEN vs AGI
+138.5%
-171.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.8% | +7.0% | +5.2% |
| 7D | -31.1% | 0.0% | -31.1% | -31.4% |
| 30D | -34.7% | -7.6% | -27.1% | -33.2% |
| 3M | -61.9% | -10.2% | -51.7% | -60.5% |
| 6M | -71.9% | -31.5% | -40.3% | -68.4% |
| YTD | -76.6% | -22.0% | -54.6% | -75.1% |
| 1Y | -83.9% | -7.9% | -76.0% | -83.7% |
| All | -32.8% | +138.5% | -171.3% | -62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling