-83.4%
OPEN vs ALK
+5.8%
-89.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.2% | -6.3% | -7.5% |
| 7D | -5.8% | +7.1% | -12.8% | -9.5% |
| 30D | -21.1% | -3.0% | -18.2% | -19.2% |
| 3M | -52.4% | -25.6% | -26.7% | -42.5% |
| 6M | -65.8% | +0.5% | -66.3% | -66.4% |
| YTD | -69.3% | -23.1% | -46.2% | -65.4% |
| 1Y | -75.2% | -7.5% | -67.7% | -75.4% |
| 3Y | -14.4% | +15.3% | -29.7% | -33.8% |
| 5Y | -92.0% | -34.8% | -57.2% | -91.2% |
| All | -83.4% | +5.8% | -89.2% | -82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling