-87.9%
OPEN vs ALK
+13.6%
-101.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.8% |
| 7D | -24.7% | +12.9% | -37.7% | -30.2% |
| 30D | -41.0% | +5.5% | -46.5% | -42.8% |
| 3M | -62.4% | -12.1% | -50.3% | -59.1% |
| 6M | -73.9% | +1.7% | -75.6% | -74.6% |
| YTD | -77.5% | -17.4% | -60.1% | -75.9% |
| 1Y | -83.6% | -1.9% | -81.6% | -84.3% |
| 3Y | -37.0% | +21.2% | -58.3% | -53.0% |
| 5Y | -93.3% | -27.8% | -65.5% | -93.0% |
| All | -87.9% | +13.6% | -101.4% | -87.5% |
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