-86.9%
OPEN vs ALK
+14.0%
-100.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.1% | -6.4% | -3.8% |
| 7D | -21.7% | +8.9% | -30.6% | -25.7% |
| 30D | -36.5% | +5.9% | -42.4% | -38.6% |
| 3M | -59.5% | -16.5% | -43.0% | -54.7% |
| 6M | -71.9% | +2.1% | -74.0% | -72.7% |
| YTD | -75.8% | -17.1% | -58.7% | -74.1% |
| 1Y | -78.5% | -2.9% | -75.6% | -79.4% |
| 3Y | -30.2% | +24.5% | -54.7% | -48.8% |
| 5Y | -93.3% | -29.1% | -64.2% | -93.0% |
| All | -86.9% | +14.0% | -100.9% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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