-93.9%
OPEN vs ALK
-28.7%
-65.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +5.2% |
| 7D | -31.1% | +2.6% | -33.6% | -32.6% |
| 30D | -34.7% | +7.8% | -42.5% | -38.4% |
| 3M | -61.9% | -15.2% | -46.6% | -56.7% |
| 6M | -71.9% | +5.0% | -76.9% | -73.8% |
| YTD | -76.6% | -18.4% | -58.2% | -74.6% |
| 1Y | -83.9% | -2.4% | -81.5% | -85.1% |
| 3Y | -34.4% | +19.8% | -54.1% | -63.2% |
| 5Y | -93.9% | -27.8% | -66.2% | -93.7% |
| All | -93.9% | -28.7% | -65.3% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling