-83.6%
OPEN vs ALK
-5.3%
-78.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.9% |
| 7D | -24.7% | +12.9% | -37.7% | -29.2% |
| 30D | -41.0% | +5.5% | -46.5% | -42.7% |
| 3M | -62.4% | -12.1% | -50.3% | -60.3% |
| 6M | -73.9% | +1.7% | -75.6% | -74.1% |
| YTD | -77.5% | -17.4% | -60.1% | -76.6% |
| 1Y | -83.6% | -1.9% | -81.6% | -86.0% |
| All | -83.6% | -5.3% | -78.3% | -86.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling