-93.9%
OPEN vs AIG
+58.0%
-151.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.8% |
| 7D | -31.1% | +1.4% | -32.5% | -31.4% |
| 30D | -34.7% | +6.6% | -41.3% | -37.1% |
| 3M | -61.9% | +7.9% | -69.7% | -63.6% |
| 6M | -71.9% | +10.4% | -82.2% | -73.9% |
| YTD | -76.6% | -1.3% | -75.3% | -76.8% |
| 1Y | -83.9% | +11.5% | -95.4% | -85.6% |
| 3Y | -34.4% | +38.8% | -73.2% | -53.4% |
| 5Y | -93.9% | +57.8% | -151.8% | -96.3% |
| All | -93.9% | +58.0% | -151.9% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling