-70.8%
OPEN vs AIG
+176.6%
-247.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +1.0% |
| 7D | -4.3% | -0.9% | -3.3% | -3.8% |
| 30D | -16.2% | -4.9% | -11.3% | -14.4% |
| 3M | -36.4% | +4.5% | -40.8% | -38.0% |
| 6M | -35.5% | -1.4% | -34.0% | -35.5% |
| YTD | -46.0% | -9.8% | -36.2% | -44.2% |
| 1Y | -47.1% | -4.5% | -42.6% | -47.3% |
| 3Y | -19.0% | +37.4% | -56.5% | -32.6% |
| 5Y | -83.6% | +55.0% | -138.5% | -86.7% |
| All | -70.8% | +176.6% | -247.5% | -75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling