-89.0%
OPEN vs AIG
+202.8%
-291.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.8% |
| 7D | -15.0% | +6.6% | -21.6% | -17.6% |
| 30D | -40.2% | +7.0% | -47.2% | -41.7% |
| 3M | -67.4% | +9.7% | -77.1% | -68.6% |
| 6M | -74.0% | +10.8% | -84.8% | -75.3% |
| YTD | -79.6% | -1.3% | -78.3% | -79.7% |
| 1Y | -86.1% | +8.4% | -94.5% | -86.9% |
| 3Y | -41.4% | +39.0% | -80.4% | -51.3% |
| 5Y | -94.9% | +59.6% | -154.5% | -96.0% |
| All | -89.0% | +202.8% | -291.8% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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