-12.9%
OPEN vs AHR
+360.2%
-373.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.2% | -6.8% |
| 7D | -10.5% | -3.0% | -7.5% | -10.0% |
| 30D | -21.8% | +2.6% | -24.4% | -22.2% |
| 3M | -37.5% | +16.0% | -53.5% | -39.8% |
| 6M | -44.1% | +3.1% | -47.2% | -44.7% |
| YTD | -52.0% | +16.0% | -68.0% | -54.3% |
| 1Y | -52.2% | +28.0% | -80.2% | -56.5% |
| All | -12.9% | +360.2% | -373.1% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling