-71.4%
OPEN vs AHR
+26.3%
-97.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.6% | +11.2% | +14.1% |
| 7D | +3.7% | +9.5% | -5.8% | +5.0% |
| 30D | -14.3% | +11.7% | -26.0% | -12.6% |
| 3M | -51.9% | +4.0% | -55.9% | -51.6% |
| 6M | -61.4% | +13.5% | -74.9% | -60.2% |
| YTD | -66.0% | +21.6% | -87.6% | -63.7% |
| 1Y | -71.4% | +25.1% | -96.5% | -67.8% |
| All | -71.4% | +26.3% | -97.7% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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