-41.4%
OPEN vs ALK
+13.2%
-54.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.2% | -2.8% |
| 7D | -15.0% | -1.2% | -13.8% | -14.4% |
| 30D | -40.2% | +7.7% | -47.9% | -42.4% |
| 3M | -67.4% | -19.0% | -48.4% | -63.3% |
| 6M | -74.0% | -0.2% | -73.8% | -74.2% |
| YTD | -79.6% | -23.5% | -56.1% | -77.1% |
| 1Y | -86.1% | -9.1% | -77.0% | -86.0% |
| 3Y | -41.4% | +12.0% | -53.4% | -52.8% |
| All | -41.4% | +13.2% | -54.6% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling